A Trusted Agent Serving the Asset Management Industry
Home of the MFEA
& Executive Councils
Home of CEFA
& the Advisor Community
Providing Event & Marketing Management

Marketing Services

It requires a “deep bench” of skill sets to operate as many groups, initiatives and events as we do and SGI has skilled professionals, similar to those of traditional marketing agencies, but unique to the role we play as a management agent. It takes digital marketing, creative and web-based specialists. It takes effective registration and online commerce systems. And it requires a technical backbone from server storage to CRM’s to deliver what we do. But we go beyond these traditional agency services to also provide the Executive Management necessary to operate trade groups, and that’s where we make an even greater difference. We have over 25 years of relationships and expertise in the asset management business and we put to work for our clients– seamlessly, efficiently and economically.

View a list of our marketing services

Event Management

One the most prominent services of SGI is event management. Annually, we put on conferences, summits, roundtable, exhibitions and other events across the country. We’re skilled at the logistics and execution of events. But what we are best known for is our partnership with clients and hand-ons development of the heart of each event – the agendas. Agenda development calls upon all of our relationships and knowledge of the industry. Our goal is to deliver highly targeted and relevant thought leadership. Unlike the boilerplate content that is the staple of the wide proliferation of meetings that take place every year, our events are highly sought after by senior leaders who value the content and intimacy of our conferences.

Learn about current events

Association Management

SGI is proud to call itself the “Home of the MFEA,” its first and still highly valued client in the asset management industry. Today, we manage multiple groups with thousands of executive relationships placing us the table with leaders who are shaping the future.

Learn more about our full-service management

Current Events & Initiatives