Frequently Asked Questions

We’re different because we’re specialists. Unlike generalists, PHG brings decades of hands-on, real-world experience inside investment organizations—leading marketing teams, analyzing strategies, and supporting sales. We know what works—and what doesn’t.

Yes, we can. Whether you need to build your brand from scratch, refine your existing look-and-feel, or ensure consistency with firm-wide standards, we design materials that fit the bill.

Not at all. While we often serve as long-term partners, we also take on focused projects with near-term deliverables—like a pitch book overhaul or coaching for an upcoming finals presentation.

All work is completed by Steve Galloway, CFA, CAIA and Rose Galloway, CFA, CAIA, CSRIC. We don’t outsource projects to junior staffers, and this is a big part of the reason clients hire us. PHG clients know that every engagement benefits from our experience and expertise.

PHG does not employ full-time staff. This keeps our overhead low and our client communication high. Even in cases where we partner with others to leverage specialized sets, such as website programming or custom photography, either Rose or Steve will remain your point of contact throughout the engagement.

We work on a limited number of projects at a time (typically 5-7, depending on size), so that each of our clients gets the attention they expect from a boutique consulting firm.

Both. We tailor our coaching to each person or group, whether that’s preparing a single executive for a board presentation or upskilling an entire team ahead of a roadshow.