Margolis/Kass Advisors is committed to helping investment managers grow and retain clients for sustainable success through both strategic and tactical solutions. Our work is driven by three primary goals:

1. Develop strategic and tactical solutions to direct client retention and growth.
2. Improve sales expertise, functional integration and market opportunities based on each client’s distinct operating model, culture and objectives.
3. Work directly with management teams to ensure effective implementation of the projects and programs that come from the advisory relationship.

Our expertise and perspective is extremely helpful to investment managers in thinking through problems and analyzing the marketplace. We also feel strongly that our clients benefit most when that thinking is translated into execution. Guided by these beliefs, we tailor each client relationship to make sure that strategic and tactical solutions are executed effectively. Our focus is to help your organization boost strengths and correct or minimize weaknesses, making the most of opportunities and meeting challenges with action.