Overview
Who we are Segal Marco Advisors is one of the largest U.S.-based investment consulting firms, with combined discretionary and advisory assets exceeding $600 billion.1
Segal Marco Advisors's investment work supports client portfolio construction, manager oversight, and advisory mandates.1
Investment program
- Estimated AUM
- $12.9B as of Dec 31, 20252
- Capital pool
- institutional_consulting_client_assets1
- Investment model
- As your outsourced chief investment officer (OCIO), we’ll take care of your portfolio.1
- Investment approach
- These services include: -Model Portfolio Services -Research and Investment Manager Due Diligence More information about each of these services is provided below.3
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, hedge funds, real estate, infrastructure, public markets, fixed income.3
- Performance
- Not listed yet
- Governance
- We can take care of proxy voting on your behalf Proxy voting is one of our corporate governance services.1
- Investment team
- As your outsourced chief investment officer (OCIO), we’ll take care of your portfolio.1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (segalmarco.com)Parent organization overview, Pool purpose, Capital pool, Investment model, Governance, Investment team · checked Jul 25, 2026
- Annual report (reports.adviserinfo.sec.gov)Estimated AUM · checked Jul 25, 2026
- Website (ocioanalytics.com)Investment approach, Asset allocation · checked Jul 25, 2026
- Website (segalmarco.com)Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://reports.adviserinfo.sec.gov/reports/ADV/114687/PDF/114687.pdf.Annual report · checked Jul 25, 2026
Profile and job sources
- Website (ocioanalytics.com)Website · checked Jul 25, 2026
- Website (segalmarco.com)Website · checked Jul 25, 2026
- Website (segalmarco.com)Website · checked Jul 25, 2026
- Website (segalmarco.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026