Business Details
33 Years
experience
Trusted Investment Marketing Partner for Over 30 Years
For over three decades, our organization has specialized in third-party marketing for investment managers, helping boutique and emerging firms build sustainable businesses. Our proven methodology enables clients to focus on portfolio management while we handle market representation, prospecting, and relationship development. With a curated team of professionals, we deliver strategic positioning, comprehensive database tools, and targeted outreach to connect managers with institutional investors. Our track record of raising billions in assets reflects our deep industry knowledge and commitment to client success.We maintain a client-centric approach through personalized service, presentation coaching, and post-sale support. Our expertise spans manager due diligence, RFP coordination, and conference exposure, ensuring clients achieve visibility in competitive markets. Founded in 1993, we continue to expand our capabilities while upholding standards of integrity and professionalism that have defined our reputation.
Services
Asset Gathering
Client Base Building
Strategic Positioning
Market Representation
Prospect Tracking
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized experience in investment manager marketing
- Our team includes CFA charterholders and former industry executives
- We provide customized prospect tracking and database management tools
- We maintain established relationships with institutional investors and consultants
- Our strategic positioning services enhance market visibility and credibility
Services
Strategic Positioning
Our strategic positioning services help investment managers differentiate themselves in competitive markets. Through in-depth interviews and market analysis, we identify unique strengths and develop client-focused messaging. This service enhances visibility through targeted outreach and compelling materials that resonate with institutional investors.
Manager Database Strategies
We maintain comprehensive prospect databases with quarterly updates and advanced screening capabilities. Our system tracks 60,000+ prospects, enabling precise targeting of high-potential institutional clients. This service includes RFP coordination and regular activity reporting to optimize outreach effectiveness.
Market Representation
Our experienced team provides professional representation at industry conferences and client meetings. We serve as an extension of your sales team, maintaining consistent messaging and building relationships with allocators and consultants. This service includes presentation coaching and post-sale follow-up support.
Prospect Tracking
We implement systematic prospect qualification processes to identify optimal opportunities for our clients. Our tracking system monitors engagement history and client needs, ensuring targeted outreach efforts. This service includes automated follow-up tracking and detailed activity reports.
Presentation Coaching
Our presentation coaching prepares investment teams for successful client interactions. We provide feedback on messaging clarity, delivery effectiveness, and investor Q&A preparation. This service ensures consistent communication of value propositions during institutional meetings.
People
Ron Oldenkamp
Founder, Managing Director
With over 30 years in investment marketing, Ron founded Genesis Marketing Group in 1993. He has gathered $12+ billion in assets and passed multiple securities exams. Previously at Metropolitan Life, he received national sales awards and developed innovative investment products.
Stephanie Oldenkamp
President, CFA
As President and CFA charterholder, Stephanie leads manager research and client relationship development. She joined Genesis in 2013 after finance roles at Johnson & Johnson and The Kenrich Group. She specializes in positioning investment managers for market success.
Jessica Poppert
Marketing & Administrative Associate
Jessica manages institutional client relationships and marketing initiatives with 17 years of experience at Genesis. She distributes materials and follows up with prospects, leveraging her business communications background from Calvin College.
Dawn Johnson
Marketing & Administrative Associate
Dawn supports marketing efforts with 12 years in advertising and business development. She joined Genesis in 2019 after serving as an account manager, bringing expertise in project management and client communications to institutional relationship management.
Kate Hickey
Marketing & Administrative Associate
Kate joined Genesis in 2024 with experience as Director of Marketing at a Chicago investment bank. She manages communications and event planning, applying her Notre Dame communications background to support institutional client initiatives.
Questions
What services do you offer investment managers?
We provide strategic positioning, prospect tracking, market representation, presentation coaching, and database management services to help investment managers grow their client base and assets.
How do you help managers attract institutional clients?
We leverage our 30+ year relationships with institutional investors, use advanced prospecting tools, and create targeted outreach campaigns to connect managers with qualified institutional prospects.
In which states are you registered as an advisor?
Genesis Marketing Group is registered as an Investment Advisor in Illinois, Florida, and Texas, with services available in other jurisdictions where permitted by law.
What types of investment managers do you represent?
We work with boutique and emerging managers who demonstrate strong investment performance and need professional marketing support to grow their businesses.
How do you measure success for your clients?
We track success through asset growth, new client acquisition, and strengthened institutional relationships, with a track record of helping managers raise over $13 billion in assets.
