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Get to know Segal Rogerscasey

Segal Rogerscasey was a well-established institutional investment consulting firm. In 2017, it merged with The Marco Consulting Group to form Segal Marco Advisors, which now operates as the investment consulting practice of its parent organization, The Segal Group. The firm specializes in offering independent, comprehensive investment consulting and advisory services to a diverse range of institutional clients, including multiemployer and public benefit funds, corporations, and non-profit organizations, helping them to achieve their investment goals and manage financial risk.

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Segal Rogerscasey

United States

Founded in

1969 (57 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.