Services

For almost 40 years, we have assisted clients in formulating practical investment policies, developing  appropriate asset allocation strategies, selecting investment managers, monitoring and evaluating investment performance.  Segal Advisors does not manage or invest client portfolios, but provides analytical and consulting services related to investments.

Segal Advisors offers a full range of independent investment consulting services to our clients, including:

401(k)/457/403(b) Vendor Searches
To assist plan sponsors in solving the defined contribution puzzle, Segal Advisors offers DC-Connect®, an organized process for vendor selection and plan implementation.
Measuring Investment Performance
One of the more important aspects of investment consulting centers on measuring a fund's overall performance, as well as the performance of its individual managers.
Selecting Investment Managers
The systematic procedures we use are designed to make the choice of a manager as objective as possible and to provide a foundation for a good working relationship with the organization that is ultimately selected.
Developing Asset Allocation and Investment Strategies
Segal Advisors can help clients review the asset allocation structure of their fund to see if the current investment strategy is still appropriate, or if modifications are needed to as a result of plan design changes or changes in the capital market environment.
Setting Investment Guidelines & Objectives
Segal Advisors develops comprehensive investment policies that clearly identify the plan's and each investment manager's specific goals and objectives.
Asset/Liability Modeling
Segal Advisors ALM studies provide projections of plan funding under various sets of assumptions about future conditions, such as demographic trends, the effects of inflation, and the performance of capital markets.
401(k)/457/403(b) Plan Assessment
The consultants at Segal Advisors can help ensure that your plan’s investment offerings meet the needs of your participants and are in compliance with all regulations.