Succession Growth Recent leadership transitions with co-presidents in 2026 signal a period of strategic growth and continuity, presenting an opportunity to position enhanced advisory services and governance enhancements to maintain momentum with existing clients while targeting peers seeking stability.

Asset Scale With advisory assets exceeding $600 billion and a broad institutional client base, there is a strong opening to offer expanded outsourced CIO, asset-liability modeling, and sophisticated governance solutions to Fortune-sized funds and large nonprofits seeking scalable, tech-enabled investment programs.

Cybersecurity & Compliance Explicit emphasis on rigorous quality control and cybersecurity practices, alongside tech stack investments (OneTrust, Imperva, KnowBe4), creates a compelling cross-sell story for clients prioritizing risk management, vendor governance, and regulatory compliance modernization.

Awards & Trust Consistent industry recognition such as Greenwich Quality Leader awards and a long track record with institutional investors enhances credibility to win new RFPs and expand into additional large public funds, endowments, and corporate retirement programs seeking proven partners.

Talent & Collaboration Strong leadership transitions within Segal Marco Advisors and ties to the broader Segal family of firms offer a multidisciplinary approach for cross-sell into HR benefits, consulting, and communications services to existing clients, unlocking integrated solutions across human capital and financial governance.