Segal Marco Advisors

What Segal Marco Advisors does

Segal Marco Advisors is one of the largest U.S.-based investment consulting firms, operating as an independent, employee-owned subsidiary of The Segal Group, Inc. (legal entity: Segal Advisors, Inc. doing business as Segal Marco Advisors). Founded approximately 1970 and headquartered in New York, the firm combines discretionary investment management (OCIO) and non-discretionary advisory services for institutional investors across five primary verticals: multiemployer plans, public sector benefit programs, corporate retirement plans (401k/403b/457b), financial intermediaries, and nonprofit investment programs. Combined discretionary and advisory assets exceed $600 billion, with the longest client relationships spanning more than 30 years.

The firm's core offerings include investment consulting (strategic asset allocation, manager selection, performance measurement, risk management, fiduciary governance), OCIO discretionary management, proprietary investment research, and corporate governance/proxy voting services. Technology infrastructure comprises the Prism client portal for discretionary reporting, the Investment Manager portal for diligence workflows, and the newly launched BridgePort 3D digital platform — developed in partnership with BridgePort — which extends OCIO capabilities into private market diligence and wealth-channel distribution. Senior professionals average more than 25 years of experience, with deep institutional relationships and brand credibility built over 55+ years.

The revenue model is fee-for-service, with negotiated flat-fee retainers, hourly billings, percentage-of-assets-under-management (typically billed quarterly), and performance-based fees against agreed benchmarks, supplemented by hard-dollar fees from proxy voting and corporate governance services. Go-to-market is enterprise field sales via direct senior-consultant engagement, formal RFP processes, and intermediary distribution through the Advisor Solutions Group. The firm operates from ten offices across the U.S. and Toronto, and is led by Co-Presidents Seth Almaliah and John Marco (effective July 2026) following the retirement of Sue Crotty.

Name

Segal Marco Advisors

Legal name

Segal Advisors, Inc. doing business as Segal Marco Advisors

Website

https://segalmarco.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

101–250 employees

Short description

Segal Marco Advisors is an independent, employee-owned U.S. investment consulting firm serving institutional investors across multiemployer, public, corporate, intermediary, and nonprofit segments with advisory, OCIO, research, and corporate governance services on over $600 billion in combined assets.

Ownership category

akta.pro rank

Product category

Investment Consulting

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

OCIO Providers (Outsourced CIO) (FSAAAGAH)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Investment consulting
• OCIO services
• Institutional asset management
• Retirement plan advisory
• Proxy voting services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Consulting and Advisory Fees: Segal Marco's primary method of compensation is direct fee-for-service for investment consulting, advisory, and investment management services. Arrangements include: (1) negotiated flat fee covering specified services; (2) periodic billings based on hourly time charges; (3) agreed-upon percentage of assets measured as of a particular date (usually at end of calendar quarter). Additionally, performance-based fees may apply measured against agreed-upon benchmarks.
2. Proxy Voting and Corporate Governance Services: Annual hard dollar fee from managers for proxy voting and corporate governance services for certain commingled index funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Segal Marco Advisors provides investment consulting and discretionary investment management (OCIO) services to institutional investors across retirement plans, endowments, foundations, and corporate plans. Offerings include strategic asset allocation advice, manager research and due diligence, performance measurement, risk management, fiduciary governance, and proxy voting/corporate governance services. Delivery is supported by proprietary research and digital platforms such as the Prism client portal and the BridgePort 3D private investment diligence platform.

Product overview

Segal Marco Advisors is an investment consulting firm offering a unified platform of advisory and discretionary investment management services. The core offerings include Investment Consulting Services for retirement plans and institutional investors, OCIO (Outsourced Chief Investment Officer) for discretionary portfolio management, Investment Research providing proprietary market analysis, and Corporate Governance Services including proxy voting. The firm operates the Prism client portal for discretionary management and offers BridgePort 3D, a digital platform for private investment diligence developed with BridgePort. Additional services include the Advisor Solutions Group for financial intermediaries and Defined Contribution Investment Consulting. The firm serves multiemployer plans, public sector benefit programs, corporate retirement plans, financial intermediaries, and nonprofit investment programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Services Advisory investment consulting services for institutional investors including retirement plans, endowments, foundations, and multiemployer plans, covering strategic asset allocation, manager selection, performance measurement, and risk management.
• OCIO (Outsourced Chief Investment Officer) Discretionary investment management service that allows organizations to delegate full investment decision-making authority to Segal Marco Advisors as their outsourced chief investment officer.
• Investment Research Proprietary investment research providing thought leadership, market analysis, and manager due diligence to support institutional client investment decision-making.
• Corporate Governance Services Proxy voting and corporate governance services for institutional investors and fund managers, applying client proxy voting policies to thousands of companies annually.
• BridgePort 3D Digital Platform All-digital diligence and advisory platform for private investment management, providing advisors with institutional-grade OCIO guidance, manager diligence at scale, and an integrated user interface for creating curated private investment platforms and access vehicles.
• Advisor Solutions Group Consulting service line delivering investment platform development and manager due diligence to broker dealers, banks, insurance companies, RIAs, and multi-family offices serving the high-net-worth marketplace.
• Defined Contribution Investment Consulting Specialized investment consulting for corporate defined contribution plans including 401k, 403b, and 457b retirement plans.

Quantifiable outcome

• Combined discretionary and advisory assets exceeding $600 billion
• +1 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• BridgePortcoreTechnology or Integration · 2 December 2025BridgePort, a financial technology company providing bespoke technology and infrastructure solutions across the private markets value chain, partnered with Segal Marco Advisors to develop BridgePort 3D - a digital diligence and advisory platform for private investment management. The collaboration provides advisors with institutional-grade OCIO guidance, manager diligence at scale, and intuitive technology through a branded, all-digital and fully integrated user interface. The platform aims to support private markets growth projected to rise from $17 trillion to over $32 trillion by 2030.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Verus: Institutional investment consulting and OCIO provider serving pensions, endowments, foundations, and healthcare organizations. Comparable in OCIO focus and institutional client mix; competes head-to-head in RFP processes for discretionary mandates.
• Meketa Investment Group: Employee-owned investment consulting and OCIO firm focused on institutional clients including public pensions, corporate plans, endowments, and foundations. Closely comparable boutique competitor with similar OCIO-plus-advisory model.
• Marquette Associates: Independent, employee-owned investment consulting firm providing discretionary and non-discretionary advisory to public funds, corporate plans, and foundations. Comparable ownership and client base; competes directly for institutional mandates.
• NEPC: Independent, employee-owned investment consulting firm serving institutional investors including pensions, endowments, foundations, and corporate plans. Highly comparable to Segal Marco in ownership structure, OCIO capabilities, and target client verticals.
• Cambridge Associates: Independent investment advisor and OCIO provider serving endowments, foundations, pensions, and private clients. Particularly strong overlap with Segal Marco's nonprofit and endowment segment, with comparable private-markets focus.
• Callan: One of the largest U.S. investment consulting firms, providing discretionary and non-discretionary investment advisory to institutional clients across corporate, public, and multiemployer plans. Closely comparable to Segal Marco in services, client mix, and AUM scale, and a direct competitor in the RFP process.

Broad incumbents

• Mercer Investment Consulting: Global investment consulting arm of Marsh McLennan, offering advisory and OCIO services bundled with broader health, wealth, and career consulting. Significantly larger scale and broader service portfolio; competes in the same RFPs but with cross-sell leverage Segal Marco lacks.
• Aon Investments: Aon's investment consulting practice (including legacy EnnisKnupp and Hewitt) provides advisory and OCIO services alongside Aon's broader risk, health, and retirement businesses. Large-scale incumbent with integrated offering that competes for the same institutional clients.
• Russell Investments: Global investment solutions firm offering OCIO, investment management, and consulting, with significant institutional AUM. Competes in the institutional OCIO market and represents a broader, multi-product incumbent in the same RFP pool.
• WTW (Willis Towers Watson) Investment Services: Global investment consulting and OCIO provider within WTW's broader risk, broking, and human capital services. Competes in the same institutional RFPs with the ability to bundle investment advice with actuarial, benefits, and risk services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/segal-marco
• Xx.com/segal_marco
• Facebookfacebook.com/SegalMarco

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Segal Marco Advisors