Who We Are


SGI is located in one of the investment management industry’s major regional centers, Kansas City — home to American Century Investments, Ivy Funds, DST Systems, Scout Funds, and many other national providers.

What began as a successful marketing and public-relations firm has evolved into a specialized management company that operates trade associations, executive councils, events and websites. SGI is proud of the partnerships it has formed with hundreds of mutual fund firms, executives, consultant groups and service organizations. These valued relationships enable us to create innovative ways to connect people, issues and companies and accelerate the sharing of knowledge and best practices in the asset management industry.

Most notably known as the “home” of mutual fund trade groups such as the MFEA (Mutual Fund Education Alliance), we have earned special status as a trusted partner. Our management team works alongside executives in the digital, distribution, product and marketing areas of business to help develop solutions that add value to both member firms and the industry:

• Creating the only Digital organization for investment industry executives which now resides at the forefront of how businesses will operate in the future – and an exclusive technology conference to bring multi-disciplinarians together to foster better understanding of the latest trends.
• Establishing an exclusive home for Marketing executives, a discipline increasingly important in the multi-branded world of global asset management.
• Implementing an Awards program so the industry can judge and evaluate the quality of work produced to educate and inform investors and shareholders.
• Forging and operating a multi-brand secondary marketing program for the education of broker/dealers and independent registered advisors.

Whatever the issue, whatever the need, we bring key constituencies together, creating successful venues for sharing, learning and business development.

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