Investment Management Industry Experience

Two Decades of Investment Management Industry Experience

We focus exclusively on the investment management industry. We currently operate three national trade groups, six industry websites, four specialized Executive Councils, and actively manage multiple key issues on behalf of specific product groups.

Currently, SGI has specialized experience in open and closed-end mutual funds. The firm is also developing practice areas to support the unique needs of exchange traded funds and unit investment trusts.

With over two decades experience in the investment management industry, SGI has a proven track record in providing its clients key communications and marketing services including shareholder communications, media and industry relations and other key practice areas.
One of the most unique programs SGI has developed is a national awards program honoring excellence in communications and marketing. The program recognizes excellence in three areas: retail, advisor and plan participant.