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About DSG

DSG helps clients develop and implement strategies that enhance their performance on both a short and long-term basis. We provide a wide range of services including the development of strategic business plans at the business unit or enterprise level to more narrowly focused projects such as acquisition integration, business disposition strategies, and strategies to build distribution. In addition, DSG provides syndicated and proprietary research on a variety of financial services topics with an emphasis on the retirement market and the effectiveness of different distribution systems.

DSG focuses on two primary practice areas:

In addition, DSG clients benefit from our ongoing industry exposure through the management of the Retirement Management Executive Forum. Click here to see how these synergistic efforts benefit our clients.

Principals & Associates

Every engagement is staffed by a team of DSG principals and/or associates each of whom has over 20 years of financial services experience including senior management positions in insurance, securities, mutual fund, banking and trust companies. Experience includes marketing, sales, planning, and operations, executive management, and Board oversight. Further, our consulting, research, and publishing efforts in all sectors of the financial services industry provide a breadth of exposure, understanding, and perspective that is unique in our business.

Client List

DSG Principals have provided bank and retirement consulting, research, and executive development/management forums for a wide range of companies.

AEGON
Aetna
AIG/American General
Allstate
American Century
American Funds
American Guaranty & Trust
Ameriprise
Ameritas/Acacia
Arrowhead Credit Union
AXA
BancorpSouth
Bank Insurance & Securities Association
BB&T
Bryn Mawr Trust Company
Cannex
Chandler Hall Retirement Community
Countrywide Bank
Credit Union Funding Group
CSB Bank
CUNA Mutual
Delaware Group
Deloitte & Touche
Diversified Investment Advisors
Ernst & Young
Fidelity
Fifth Third
First Interstate Bank
Franklin Templeton Bank
Friends Lifecare at Home Retirement Services
FundQuest
Genworth (G.E. Financial)
Guardian Investors
Hanmi Bank
Horace Mann
ING
Jackson National
John Hancock
Keystone Financial
Leesport Financial
Liberty Financial
Lincoln Financial Group

ManuLife
Mass Mutual
MetLife
MidFirst Bank
MFS
Minnesota Mutual
Mountain America Credit Union
National City Bank
National Penn Bankshares
Nationwide Financial
New York Life
Oppenheimer Funds
Pennsylvania Bankers Association
Peoples Bank
Philips Investment
Phoenix Wealth Management
Presbyterian Church Foundation
Principal Financial Group
Prudential Insurance
SAFE Credit Union
Safeco
Scudder Investments
Security Benefit
SEI
State Street Research
Sun Life of Canada
T. Rowe Price
The Hartford
Thrivent Financial
TIAA-CREF
Transamerica
Union Central
Union Trust Company
USAA
VALIC
Virginia Commerce Bank
Vista Bancorp
Wachovia
Wells Fargo
WesCorp
XCU Capital
Zurich Kemper

 

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