Investment Consulting
One of the responsibilities of managing a defined contribution or defined benefit retirement plan is ensuring that the funds are invested prudently.
Investment consulting services are provided through Sibson Consulting's SEC-registered affiliate, Segal Advisors. Segal Advisors is one of the largest investment consultants to retirement plan sponsors - with more than 230 clients with $81.3 billion in total assets under supervision. Segal Advisors provides "pure" investment consulting and is able to make unbiased recommendations because they are not associated with any investment managers or brokerage firms.
Segal Advisors services include:
- Setting investment guidelines and objectives
- Developing asset allocation and investment strategies
- Asset/liability modeling
- Measuring investment performance
- Selecting investment managers
- Participant choice vendor searches
- Participant choice plan assessment
Visit the Segal Advisors Web site to learn more