Buyer's Guide
Segal Marco Advisors
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 1979 |
| Number of relationship managers/sales people | 34 |
| Number of portfolio managers | 34 |
| OCIO percentage of total firm revenue | 18% |
| AUM full discretion | $11B |
| Number of full discretionary clients | 64 |
Discretionary assets by fund type
| Defined Benefit | $11B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $0 |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |