What Marco Consulting Group does

Marco Consulting Group is a privately held investment consulting firm headquartered in Chicago, Illinois, founded in 1988 by Jack Marco and Tom Mitchell Sr. The firm describes itself as a premier investment consulting practice, a positioning that in this industry typically implies services such as investment policy development, manager due diligence, performance measurement, and governance advisory for institutional asset owners (corporations, pensions, endowments, foundations, and family offices). However, the input data does not enumerate specific service lines, client segments, or engagement models.

The firm's current leadership comprises CEO Jason T Zenk, Senior Vice President Susan Crotty, and the two co-founders, suggesting an active governance structure spanning the firm's full history. Firmographics indicate a headcount range of 101–250 employees, which is consistent with a mid-sized boutique consultancy rather than a global platform firm.

There is no information in the source data on products, pricing, revenue model, customer mix, technology stack, partnerships, funding, or acquisitions. Notably, the company's primary web domain (marcoconsulting.com) currently resolves to a GoDaddy parked/for-sale page rather than an active corporate site, which significantly constrains the verifiable evidence base. As a result, this description is limited to the firmographic and leadership facts provided.

Name

Marco Consulting Group

Legal name

Marco Consulting Group

Website

https://marcoconsulting.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

101–250 employees

Short description

Marco Consulting Group is a privately held investment consulting firm headquartered in Chicago, founded in 1988. It serves institutional clients with investment advisory services, staffed by 101–250 employees under CEO Jason T Zenk and co-founders Jack Marco and Tom Mitchell Sr.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Marco Consulting Group is an investment consulting firm that advises institutional clients on investment matters. The firm provides advisory services, with delivery grounded in senior practitioner involvement (CEO, co-founders, and Senior VP). The source data does not enumerate specific consulting deliverables beyond the firm's "premier investment consulting" positioning.

Product overview

No product information available. The source is a GoDaddy domain for sale page (marcoconsulting.com), not the company's actual website with product/service content.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Services Advisory engagements for institutional investors covering investment decision support; delivered by a senior team including the CEO and co-founders.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Aon: Aon's investment advisory business serves institutional clients with consulting, OCIO, and manager research. Operating in the same institutional investment consulting category as Marco but at much larger scale and broader scope.
• Willis Towers Watson: WTW's Investment business provides investment consulting and advisory services to institutional clients globally. Same category as Marco but as part of a diversified global professional services firm.
• Mercer: Mercer is a global consulting leader with a large investment consulting practice serving institutional asset owners. Comparable service offerings but broader scope and significantly larger scale than Marco Consulting Group.
• Cambridge Associates: Cambridge Associates provides investment research and advisory services to institutional and private clients. Comparable in serving institutional investors with portfolio advisory, though larger and broader in scope than a mid-sized boutique.

Emerging players

• Russell Investments: Russell Investments offers investment consulting and OCIO solutions to institutional clients. Comparable in target market and consulting service scope, with a more established OCIO platform offering.

Direct peers

• Marquette Associates: Marquette Associates is an independent investment consulting firm headquartered in Chicago, serving institutional clients. Strong geographic overlap and directly comparable service model to Marco Consulting Group.
• Callan LLC: Callan is a leading independent institutional investment consulting firm serving corporate plans, endowments, foundations, and public pensions. Directly comparable to Marco Consulting Group as a similarly-sized specialty investment consultant with overlapping client base and service offerings.
• NEPC: NEPC is an independent, full-service investment consulting firm advising institutional clients on asset allocation, manager research, and OCIO. Directly comparable to Marco in institutional focus, scale, and advisory scope.
• Meketa Investment Group: Meketa is an independent investment consulting firm focused on institutional clients including pensions, endowments, foundations, and insurance. Highly comparable to Marco Consulting Group in target market, service scope, and boutique consulting model.
• RVK: RVK is an independent investment consulting firm providing advisory services to institutional investors. Comparable in business model, client base, and service scope to a mid-sized boutique investment consultant.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/segal_marco
• Facebookfacebook.com/segalmarco
• LinkedInlinkedin.com/company/marco-consulting-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Marco Consulting Group