From Complex Strategies to Compelling Stories

Asset management is a fiercely competitive business, yet most managers look and sound the same. We help investment firms stand out from the crowd—with clear messaging, sharp materials, and engaging presentations that win over consultants, clients, and investors.

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Expertise

We Speak Your Language

Generalist marketing agencies are a dime-a-dozen, but PHG fills a specific niche. With CFA, CAIA, and ESG credentials, we don’t just craft messages that sound good or design materials that look pretty. Our work is grounded in investment reality.

Our Advantages

Why Clients Choose PHG

1. We're practical

We understand the investment management industry, because we’ve experienced it from several angles. We provide solutions you can actually implement, given your culture, budget, and internal resources.

2. We're flexible

With expertise in Content, Design, and Delivery, we adjust seamlessly to what you need, when you need it.

3. We've got the right skill set

30+ years in financial services. 30+ years of cross-functional collaboration. CFA, CAIA, and ESG credentials. Finally, a marketing firm that’s up to the challenges both Sales and Portfolio Management present.

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Who We Are

PHG = Marketing for the Financial Services Industry. We work with investment organizations—big and small, institutional and retail, traditional and alternative—to develop messages and materials that win business.

Testimonials

What Our Clients Say

Testimonial #1

After years of managing our marketing materials and messaging internally, we knew that it was finally time for a transformation – and Rose was the clear choice to lead us through it. Her deep asset management expertise, sharp insights, and ability to ask the right (and sometimes difficult) questions quickly earned our team’s trust. Rose became an extension of our team, collaborating with us to reimagine our messaging and materials in a way that reflected the best version of our firm.

Amy DiMarzio
SVP, Head of Marketing | Income Research and Management

Testimonial #2

Parson’s Hill Group has been our secret weapon. You can be sure if you aren’t using them, your competition is.

Susan Brengle
Managing Director, Head of North American Institutional Business | Eaton Vance