SGP Capital Information

SGP Capital consults and invests in businesses throughout the financial industry, with a focus on Broker Dealers (BD) and Registered Investment Advisors (RIA). We are called in when a firm realizes the marketplace is effecting their margins and asset gathering. They are looking for ways to differentiate themselves and outpace the competition. To succeed, we use a process called Market Masters 20/20 to help evaluate, differentiate and grow your business for the long term. 1. Evaluate This entails the full range of items including, but not limited to your structure, strategy and goals, processes, information systems, personnel, marketing, products and services. 2. Differentiate Start by accepting that the competition is visiting with your clients. To beat them, you must know them and understand them, so you can differentiate from them. This might include niches, your investment philosophy, fees, offerings or an array of other items. 3. Grow Through constant reevaluation, improved processes and offerings and a clear mission, SGP Capital will help elevate your business in the eyes of your prospects and clients. This will lead to a successful (and fun) business with the clients you enjoy doing business with. If you would like to learn more, please let us know. Regards, Steven Palubiak www.sgpcapital.com