Services

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.