Business Details
33 Years
experience
Trusted Investment Advisors in Hinsdale, IL
Genesis Marketing Group has been a trusted partner for investment managers seeking business growth since 1993. Our proven approach enables high-performing managers to focus on research, analysis, and portfolio management while we handle market representation and client acquisition. With over three decades of experience, we specialize in strategic positioning, database management, and institutional outreach, serving clients across Illinois, Florida, and Texas. Our team of industry experts brings unparalleled knowledge of investment trends, competitive landscapes, and client needs. We maintain active engagement at leading industry conferences and utilize comprehensive prospect tracking tools to deliver measurable results.Our commitment to integrity and professionalism has helped raise over $13 billion in assets for managers. We pride ourselves on building long-term relationships with institutional investors, consultants, and allocators. Our customized solutions address the unique challenges faced by boutique and emerging managers. As a registered Investment Advisor, we adhere to strict compliance standards across multiple jurisdictions. Our mission remains focused on connecting investment excellence with sustainable business success.
Services
Strategic Positioning
Market Representation
Database Management
RFP Assistance
Conference Exposure
Presentation Coaching
Prospect Qualification
Client Relationship Management
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized experience in investment manager marketing
- Our team maintains established relationships with major institutional investors and consultants
- We provide customized database and prospect tracking tools for targeted outreach
- Our professionals have raised over $13 billion in assets for managers
- We combine strategic positioning with proven RFP response methodologies
Services
Strategic Positioning
Our strategic positioning service helps investment managers differentiate themselves in competitive markets. We conduct in-depth interviews and market analysis to identify unique strengths, then develop client-focused messaging that highlights your firm's value proposition. This service includes competitive benchmarking, presentation coaching, and creation of compelling marketing materials.
Market Representation
We serve as your dedicated sales partner, building relationships with institutional investors and consultants. Our team manages prospect screening, RFP responses, and conference outreach to connect your firm with qualified opportunities. We maintain daily communication and detailed activity reports to track all client interactions and follow-ups.
Database Management
Our comprehensive database contains over 60,000 qualified prospects. We maintain quarterly updates and implement targeted outreach campaigns based on your firm's specific criteria. This service includes prospect qualification, opportunity prioritization, and integration with your existing marketing efforts for maximum efficiency.
People
Ron Oldenkamp
Founder, Managing Director
Ron founded Genesis Marketing Group in 1993 after 17 years at Metropolitan Life. He has raised over $12 billion in assets and holds multiple industry licenses. His expertise includes developing innovative marketing strategies for investment products.
Stephanie Oldenkamp
President
CFA charterholder Stephanie leads manager research and relationship management at Genesis. She joined in 2013 after consulting with legal firms on financial damages. She specializes in positioning investment managers and maintaining institutional client relationships.
Jessica Poppert
Marketing & Administrative Associate
Jessica manages institutional client relationships and marketing initiatives at Genesis. She has supported the firm's sales efforts since 2007, focusing on distributing marketing materials and following up with prospects.
Dawn Johnson
Marketing & Administrative Associate
Dawn supports Genesis' marketing and client relationship management efforts. With 12 years of advertising industry experience, she brings business development expertise to her role managing institutional client interactions.
Kate Hickey
Marketing & Administrative Associate
Kate joined Genesis in 2024 after directing marketing at a Chicago investment bank. She manages internal and external communications, conference planning, and international office openings while supporting client relationship initiatives.
Questions
What services does Genesis Marketing Group offer?
We provide strategic positioning, market representation, database management, RFP assistance, conference exposure, and prospect qualification services for investment managers.
How does Genesis help investment managers grow their business?
We leverage 30+ years of industry relationships and customized outreach strategies to connect managers with institutional investors and consultants.
Which geographic areas do you serve?
We operate in Illinois, Florida, and Texas, with nationwide capabilities through our extensive institutional network.
What experience does your team have?
Our professionals have raised over $13 billion in assets and maintain active roles in the Global Asset Management Marketing Association.
