Segal Rogerscasey is committed to adding valuable insight to your investment program through a broad range of services designed to assist clients at every stage of the investment process. Based on our in-depth research, we work with you to design strategies for your institution that best fit your investment objectives, risk-tolerance and governance structure.
Segal Rogerscasey offers a full range of independent investment solutions, including the following services:
- Implemented Investment Solutions
- Segal Rogerscasey has developed a set of tools and capabilities to implement our industry-leading investment advice in efficient and cost-effective programs. We also create fully-customized discretionary programs to meet the unique needs of our clients.
- Advisor Solutions Group
- Rogerscasey, a Division of Segal Advisors, provides a broad array of investment and technology solutions to help navigate the evolving and complex needs of advisors’ clients and to assist advisors in meeting their fiduciary obligations.
- Investment Solutions
- Defined Contribution Consulting
- Segal Rogerscasey helps plan sponsors ensure that their plan’s investment offerings meet the needs of their participants and are in compliance with all regulations. We also offer DC-Connect®, an organized process for vendor selection and plan implementation.