About Us

Who We Are

Segal Advisors, Inc., the investment-consulting affiliate of The Segal Company, is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940, and has offered independent investment consulting services since 1969.

Segal Advisors is one of the largest investment consultants to retirement plan sponsors - with more than 240 clients with $72 billion in total assets under supervision. We provide services to all types of employee benefit plans from offices throughout the United States and in Canada. We provide "pure" investment consulting and are able to make unbiased recommendations because we are not associated with, nor do we accept compensation from, any investment managers or brokerage firms.

A Proactive, Results-Oriented Approach 

Our proactive, results-oriented consulting approach combines actuarial and investment expertise with a clear, accurate, objective focus on each client's needs. We use a team approach to investment consulting, which gives our clients attention from senior-level consultants and access to multiple resources.

We listen. While our team of consultants draws upon years of experience, our focus is on the particular environment in which your plan operates. We work with our clients to develop strategic solutions to current challenges and to identify future directions. We view our consulting role as providing the necessary professional and technical information to our clients so that well defined investment policies can be formulated, implemented and evaluated.

For 40 years, we have assisted clients in:

  • Formulating practical investment policies
  • Developing the appropriate asset allocation
  • Selecting investment managers
  • Measuring and evaluating investment performance

Trusted Advisors to Clients

Our consistent growth and above-average client retention attests to our commitment to providing unbiased, expert consulting coupled with a high level of service. Our long-standing relationships, some in excess of 20 years, are evidence of our ability to deliver quality advice. We are proud of the trust that our clients have in us.

We consult to each of the three major retirement market segments: multiemployer, public and corporate.

An independent survey conducted by Nelsons Publications rated us one of the top consultants to multiemployer plans.

Independent, Objective Consulting

Segal Advisors is not affiliated with any other company or joint venture. We do not offer investment management or securities brokerage services or serve as a consultant to investment managers, investment advisors, brokers or registered investment companies. We have no involvement in brokerage commission arrangements. One hundred percent of our revenue represents fees paid by clients for investment consulting services rendered. We have consciously forgone these additional revenue opportunities to maintain the highest level of independence in the industry. We work diligently to maintain our independence and avoid any conflicts of interest.