Our Advantage


  Firm Summary


Our Advantage

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

Right now, you may need to adjust or accelerate your sales, marketing and product strategies to fit with the changing market environment. Or you may need objective guidance to build and manage your leadership and teams. Whether you're a start-up or an established firm looking for growth strategies or organizational restructuring, we can help.

Our clients benefit from direct access solely to senior consultants — each with over 25 years experience as senior-level executive within investment firms. Having raised billions of dollars and managed groups from start-up business development functions to complete divisions, we understand the inner-workings and challenges of asset managers, as well as formulas for success.

We work closely with your executive management team, and sales and marketing staff to develop practical solutions for growth, retention and overall firm management. These solutions are built directly from your organization's unique core competencies, culture and business objectives. Together we will focus on both strategic ideas and practical implementation designed to propel your firm from good to great.

Thank you for visiting Margolis Advisory Group. To talk about how we can help your organization achieve its specific growth and retention objectives, please contact us.