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

Read our White Paper:
Surfing the Convergence Wave:
How Asset Managers Can Stay on the Board

Please read about our new service: Customized Sales Presentation Skills for the investment management industry. Click here for more information.
  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...

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  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
Sales Presentation Skills