Building Your Client Base. We Connect Money with Investment Managers.
At Genesis Marketing Group, we've been helping investment managers focus on what they do best - managing investment portfolios - for over three decades. Our team of experienced professionals understands the demands of the investment management industry and the importance of building a strong client base and gathering assets. We've worked with some of the most successful investment managers in the industry, helping them turn their investment excellence into business success.
Our Approach
Our approach is built on a deep understanding of the investment management industry, combined with a strong network of contacts and relationships. We take the time to understand our clients' unique needs and goals, and develop customized sales and marketing strategies to help them achieve their objectives. With our expertise, our clients are able to focus on what they do best - managing investment portfolios - while we handle the sales and marketing efforts.
Our Services
At Genesis Marketing Group, we offer a range of services designed to help investment managers build a strong client base and gather assets. These services include:
- Building Your Client Base: We help our clients build a solid client foundation, gather critical mass of assets, and realize business success.
- Asset Gathering: We facilitate the growth and gathering of assets, helping our clients to build a robust portfolio.
- Marketing and Sales: We develop and implement customized marketing and sales strategies to help our clients achieve their goals.
The Genesis Story
Our story began in the 1980s, when the investment management industry was taking shape. In response to the changing regulatory environment and the increasing need for smart, alpha-oriented managers, we launched a predecessor firm in 1987 and formed Genesis in 1993. Today, we continue to serve the needs of investment managers, helping them to build their client bases and gather assets.
Why Choose Us
At Genesis Marketing Group, we offer a unique combination of industry expertise, strong relationships, and customized solutions. Our team is dedicated to helping investment managers achieve their goals and succeed in the competitive investment management industry. Whether you're an established manager or a rising star, we have the experience and expertise to help you achieve your objectives.

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