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Trusted Partners to
High-Quality Firms

PHG combines practical, industry-relevant marketing experience with probing analysis and quantitative expertise. These qualities have made us trusted partners to top-tier managers since 2008.

Rose Galloway, CFA, CAIA, CSRIC

Partner

Focus Areas

  • Strategic Positioning / Sales and Marketing Collateral
  • Branding and Corporate Identity
  • Presentation Coaching

Read Rose’s full biography here.

Steve Galloway, CFA, CAIA

Partner

Focus Areas

  • Strategic Positioning / Special Projects
  • Technical White Papers
  • Quantitative Analysis

Read Steve’s full biography here.

The right partner matters. We pride ourselves on delivering outstanding value and high-touch service to a select group of clients. As a result, our clients call on us again and again—for whatever they need, whenever they need it.

Specialties

Trusted by Firms Across the Investment Spectrum

Start-Ups

We help new firms define their brands, sharpen their key messages, and build the foundational materials they need to gain traction.

Boutique Firms

We support lean teams with strategic marketing that reflects their unique strengths, helping them compete confidently without overextending their internal resources.

Large-Scale Managers

We work within established processes to elevate materials, refine positioning, and ensure alignment across investment, sales, and client service teams.

Alternative Managers

We distill complex strategies into compelling stories that resonate with asset allocators, accredited investors, and their respective advisors.

Retail-Focused Teams

We craft clear, compliant messaging and scalable content that empower advisors, educate investors, and build lasting relationships.

Multi-Manager Platforms

We unify messaging, streamline materials, and position strategies to support managers and scale impact.

Regardless of what kind of firm we’re working with, our only goal is to help our clients put their best foot forward—through the story they tell, the image they project, and the way they present their ideas to prospects, clients, and consultants.