Advisor Solutions Group

Segal Rogerscasey has worked with financial services firms and institutional asset owners for over 40 years.

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The Advisor Solutions Group provides investment research and solutions to help navigate the evolving and complex needs of clients and assists advisors in meeting their fiduciary obligations. We work with a range of financial services organizations including:

  • Registered investment advisors
  • National, regional and local banks
  • Multi-family offices
  • Insurance companies
  • Wealth management platforms and technology providers

We provide customized solutions designed to balance the needs of the business with legal constraints and organizational nuances. Our wealth of knowledge, derived from rigorous research, translates into an array of tailored services and investment solutions that respond to the unique needs of clients.

Our services include:

  • Wealth Management Platform & Investment Structure Design
  • Model Portfolio Development
  • Asset Allocation Modeling
  • Market Outlook & Capital Markets Assumptions
  • Manager Searches, Evaluation & Due Diligence
  • Performance Analysis & Fact Sheet Production
  • White Papers & Research Briefs
  • Educational Presentations & Webinars

Our Advisor Solutions Group helps address both the current and future needs of clients. We assist advisors by:

  • Navigating the complexity of the investment landscape and condensing information to provide expert advice
  • Providing intellectual capital and thought leadership on investment trends
  • Providing access to Segal Rogerscasey Canada’s pool of high-quality, approved investment managers
  • Ensuring objectivity in our research opinions, which are solely based on investment acumen
  • Offering security and confidence in meeting compliance requirements
  • Customizing solutions that effectively meet business models
  • Eliminating conflicts of interest and maintaining full transparency in our fees and sources of revenue