Our Story

 

 

A unique firm offering specialized services to the investment management industry.

 

 

 

 

 

 

 

 

 
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25 Years of  Service within the Investment Industry

What started over 25 years ago as a successful full-service marketing, public relations and communications agency has evolved into a unique firm offering specialized communications and management services for industry trade groups. Smith Group Inc. (SGI) is a unique manager of communities of investment company professionals, which include national trade associations, executive councils and other key interest groups. 

We Handle a Multitude of Services for our Trade Associations Including:

  • Member Services
  • Program Development & Execution
  • Professional Meeting Services
  • Administrative Support
  • Website Management
  • Digital Marketing
  • Social Networking
  • Communications
  • Promotions
 A special aspect of the firm’s evolution has been the development and oversight of a number of practice groups for senior professionals. These niche groups, referred to as Executive Councils, involve direct peer development and relationship building for executives with common responsibilities and organizational goals.

Our account management team has extensive experience in communications, marketing, public relations, event management, digital marketing communications and other disciplines essential to achieving success for its clients. We work hard, are open to change focus on what is best for our clients. Our team has developed valuable personal relationships with leading experts, consultants and service providers in the financial services industry, giving our partners direct access to the latest in industry intelligence, consulting services and thought leadership.