Segal Rogerscasey Canada helps clients review the asset allocation structure of their plan to determine the best investment strategy.
Segal Rogerscasey Canada employs a systematic framework to evaluate and rate managers and rank their potential to add value to a client portfolio.
In addition to offering traditional consulting advice, we are able to serve as an outsourced investment manager of alternatives portfolios on a fully discretionary basis.
Segal Rogerscasey Canada’s dedicated Asset-Liability Modeling (ALM) team enables us to provide clients with the latest techniques and tools to better manage their funds.
In monitoring the total performance of a plan, we ensure that the portfolio is appropriately structured to meet your investment goals without exceeding your risk tolerance.