- About Us
Who We Are
Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.
With clients worldwide, we provide a full array of services ranging from investment advice to implemented solutions, all supported by a deep commitment to a fundamental and strategic research process. As the investment-solutions affiliate of The Segal Company, we are registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.
Our services include:
- Investment Consulting
- Asset Allocation and Investment Strategies
- Asset/Liability Modeling
- Manager Search
- Performance Measurement
- Alternative Investment Research
- Implemented Investment Solutions
- Fiduciary Services
- Model Portfolios
- Strategy-Specific Hedge Fund Portfolios
- Retire Funds
- Specialty Funds
- Defined Contribution Consulting
- Defined Contribution Services
- Defined Contribution Vendor Searches
- Advisor Solutions Group
A Proactive, Results-Oriented Approach
Economic realities, growing global markets and increasing interdependencies are making strategic investing more complicated. Investors are reevaluating their strategies from the ground up. What are the best options for global diversification? How much liquidity is needed?
Segal Rogerscasey helps asset owners and their advisors in the successful attainment of their investment goals. This process begins with an understanding of the unique needs of each investor, taking into consideration a client’s liquidity requirements, return objectives, governance structure, risk tolerance and time horizon. Our core competencies – research, implementation, client relationship management and “state of the art” technology – are then applied to each asset owner’s specific functional requirements.
The Segal Rogerscasey Difference
Trusted Advisors to Clients
Our team of dedicated research and consulting professionals has the diverse investment expertise to help clients stay ahead of economic trends and achieve attractive risk-adjusted results. Our strong record of client retention attests to our commitment to providing unbiased, expert solutions coupled with a high level of service. Our long-standing relationships, some in excess of 20 years, are evidence of our ability to deliver the highest quality of advice.
Independent, Objective Advice and Solutions
Segal Rogerscasey is not affiliated with any other company or joint venture and we have no involvement in brokerage commission arrangements. We work diligently to maintain our independence and to avoid any conflicts of interest.