Margolis Advisory Group provides active, hands-on consulting services in the areas of growth and management exclusively to investment management firms. more...

Read our latest White Paper:
Surfing the Convergence Wave:
How Asset Managers Can Stay on the Board
  Our clients benefit from direct access solely to senior consultants — each with over 25 years experience as senior-level sales and marketing executive within investment firms. more...

Download our Firm Summary
  Our expertise and perspective is extremely helpful to investment managers in thinking through problems and analyzing the marketplace. more...  
Our services drive success:
Marketing Strategy
Market Expansion
Sales and Client Retention
Insurance Asset Management
Implementation