With ~30 years of success, we solve profitability challenges, innovate, optimize processes, and deliver proven asset growth and cost savings.

About

Elevating Your Investment Management Business Strategy

KCG Advisory Group stands as a distinguished consultancy firm with over 27 years of industry expertise, specializing in providing strategic guidance to asset managers, wealth advisors, and investment platforms. Our track record in execution, strategic vision, and meticulous planning has consistently delivered ...

Leadership in Transformative Solutions

Embodied in our leadership is investment management executive expertise that has contributed significantly to the global asset management landscape. We define and solve challenges related to growth and profitability, driving strategic growth initiatives, building mission-critical relationships, and engineering ...

Strategic Solutions

Consultant Services

Consultant Services

Strategic Planning

KCG Advisory Group offers tailored strategic planning services, available through contractual arrangements, typically on a retainer basis …
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Establishing Strategy, Plans of Execution & Meeting Goals

Benefit from the wealth of experience at KCG Advisory Group, spanning nearly three decades. The service involves leveraging this extensive …
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Distribution & Marketing Strategy

KCG Advisory Group specializes in ensuring seamless collaboration between sales and marketing teams. The service aims to optimize resource …
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Highlights

Family-Owned

Experience the personalized touch of a family-owned business. Our values are rooted in a commitment to quality service and enduring relationships.

24/7 Availability

We're here for you around the clock. Our 24/7 availability ensures that support and assistance are just a call away, whenever you need it.

By Appointment Only

Elevate your experience with personalized attention. Our services are available exclusively by appointment, allowing us to focus on your unique needs and provide dedicated assistance.

Contact

Contact Form

Ready to transform your financial strategy? Let's start the conversation! Fill out the form below, and our experts at KCG Advisory Group will connect with you shortly.

Amenities

  • 24/7 availability
  • Family-owned
  • By appointment only