Segal Rogerscasey LLC

Description

Segal Rogerscasey LLC provides investment consulting advice and outsourcing solutions. It offers investment consulting services, such as asset allocation and investment strategies, asset/liability modeling, manager search, performance measurement, and alternative investment research; implemented investment solutions, including fiduciary services, model portfolios, strategy-specific hedge fund portfolios, retire funds, and specialty funds; and defined contribution consulting services, which include defined contribution services and defined contribution vendor searches. The company also provides asset/liability optimization, portfolio construction, investment manager selection and weighting, rebalancing and tactical portfolio positioning, back office investment operations, ongoing risk monitoring, and ongoing performance reporting services. In addition, it offers wealth management platform and investment structure design, model portfolio development, asset allocation modeling, market outlook and capital markets assumptions, performance analysis and fact sheet production, publications and articles, and educational presentations and Webinars services, as well as manager searches, evaluation, and due diligence services. The company serves corporations, non-profit organizations, endowments, foundations, state and local governments, and joint boards of trustees administering benefits plans under the Taft-Hartley Act in the United States of America and internationally. Segal Rogerscasey LLC was formerly known as RogersCasey, LLC. As a result of the acquisition of RogersCasey, LLC by Segal Advisors, Inc., RogersCasey, LLC's name was changed. The company was founded in 1968 and is based in New York, New York. It has additional offices in Atlanta, Boston, Chicago, Cleveland, Darien, Dublin, Los Angeles, New York, and Toronto. As of February 3, 2012, Segal Rogerscasey LLC operates as a subsidiary of Segal Advisors, Inc.

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