SEGAL ADVISORS, INC.
NEW YORK, NY

SEGAL ADVISORS, INC., NEW YORK

Segal Marco is a leading, independent investment solutions firm serving over 600 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Who We Are That’s why so many plan sponsors choose Segal Marco Advisors to help them design innovative, successful investment programs. Segal Marco is one of the largest U.S.-based investment consultancies, serving over 600 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build sound investment programs. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for clients. Your interests always come first. Unlike other firms, we are an independent and employee-owned investment consulting firm, with no conflicts of interests from affiliations with broker-dealers, asset managers or custodial banks that might sway our advice. Gain a global advantage in your investment decision-making through the regional expertise we provide as a founding member of the From its beginning, Segal Marco Advisors has continually evolved to proactively meet the needs of our clients. Today, we are a leading global investment solutions firm providing innovative, client-driven consulting advice and discretionary services to plan sponsors. Segal Consulting, a fellow member firm of the The Segal Group, began evaluating investment performance for sponsors of retirement plans. This work expanded through the decade. Segal Advisors, Inc., the Securities and Exchange Commission-registered, was created and incorporated in New York State to provide investment consulting services. Like the other member firms of The Segal Group, the company is independent and employee-owned. The firm acquired Irwin Tepper Associates, Inc., an asset liability analysis consulting firm. The firm acquired Rogerscasey, a global investment solutions firm, to further expand our research capabilities to serve clients. The firm became a founding member of the Global Investment Research Alliance, which shares research on investment managers among member firms around the world. Business Operations The Bristol County Retirement System is considering an allocation to core open-end real estate ("Proposed Product") fund. The mandate will be for approximating $12 million. Individual contracts will be awarded under terms set by the Board and the successful respondent(s) in accordance with M.G.L. Ch. 32 and all applicable investment guidelines administered by the Public Employee Retirement Administration Commission (“PERAC”). The Board reserves the right to reject any and all proposals at its discretion or to select more than one manager and to determine the amount of assets each will manage. Segal Marco is a leading, independent investment solutions firm serving over 600 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement.

KEY FACTS ABOUT SEGAL ADVISORS, INC.

Company name
SEGAL ADVISORS, INC.
Status
Active
Filed Number
F02000005225
FEI Number
132646110
Date of Incorporation
October 10, 2002
Age - 22 years
Home State
NY
Company Type
Foreign for Profit

CONTACTS

Website
http://segaladvisors.com
Phones
(770) 541-4848
(770) 234-5051
(617) 424-7300
(617) 671-0451
(617) 298-0967
(781) 228-5871
(312) 575-9000
(773) 257-2768
(216) 687-4400
(216) 916-4546
(214) 466-2450
(203) 621-3620
(203) 286-1866
(310) 231-1700
(818) 484-2639
(212) 251-5000
(212) 208-4564
(416) 969-3960
(416) 304-0570

SEGAL ADVISORS, INC. NEAR ME

Principal Address
333 WEST 34TH STREET,
NEW YORK,
NY,
10001

See Also

Officers and Directors

The SEGAL ADVISORS, INC. managed by the three persons from NEW YORK on following positions: DIRE, CHIE, SENI

Joseph A Locicero

Position
DIRE Active
From
NEW YORK, NY, 10001

Frank Carofano

Position
CHIE Active
From
NEW YORK, NY, 10001

Steven C Greenspan

Position
SENI Active
From
NEW YORK, NY, 10001





Registered Agent is CORPORATION SERVICE COMPANY

Address
1201 HAYS STREET, TALLAHASSEE, FL, 32301, 2525

Annual Reports

2023
March 3, 2023
2022
April 19, 2022