As a partner to hundreds of leading investment firms and executive leaders we are privileged to the latest trends, strategies and best practices. We apply this knowledge to benefit our clients with tactical plans and strategies that are both efficient and effective. We also gain invaluable knowledge as the developer and manager of the industry’s only awards program for marketing communications – the STAR Awards – from which we maintain an active database of leading approaches to print, digital and other marketing media.

Strategy and Campaign Development
Comprehensive or Tactical Planning

Having developed and executed a national, multi-brand marketing program for an entire market segment, SGI can help investment management companies maximize their marketing reach with key constituents in advisor, investor and media communities.

Financial and Social Media Outreach
Build followers, engage key constituents, generate awareness

From targeted financial media communications to creating a steady drumbeat of content across social platforms, SGI brings key issues to the public and disseminates the information needed to make informed decisions. Based on the unique situation of clients, SGI then leverages social and/or media outreach to reach key targets to create a bigger conversation and increase engagement.

Content Development and Distribution
Email Campaigns, Digital, Print and Social Media, Webinars

From the creation of independent content pieces that ease up everyday workflow to the launch of fully branded, multi-channel content networks, SGI’s content approach marries innovation and efficiency.

Internal Marketing
Presentations, events, fact sheets, tracking and reporting

Designed to help clients realize their full impact, SGI develops digital-first, integrated marketing materials. For optimal results, SGI synthesizes data and trends, tracking results along every step.