More than ten years ago, Columbus residents Mark and Matt Palmer set out on a new venture together. In a modest basement office located on East Broad Street, they founded The Joseph Group Capital Management. Named for their father, Joseph Palmer, Mark and Matt adopted a simple but powerful mission: to understand and encourage their clients’ cherished dreams and provide outstanding investment management and advisory services that help them fulfill those dreams.
At that time, they had only a handful of trusting, loyal clients. But their vision and determination has created remarkable results. Today, The Joseph Group Capital Management enjoys a premier location in Columbus’ Arena district, and last year surpassed $250 million in assets under management.
“There is no question that after ten years, God has truly blessed us, our staff, and our clients,” says Matt Palmer, President and co-founder. “I would say the reason God has blessed our work is because we try to be givers. After all, that’s what He commands us to do every day.”
Matt claims the best thing they could do for their business was to be givers…whether it is their time, expertise, or just gestures of love and caring. “We focus on just giving away things, whether it is through quarterly events and Wealth Summits, or advice and other valuable information in our Harvest Magazine.” (Note: Harvest began as a single page, black and white newsletter, but today is a full color, quarterly 20-page publication.)
“Harvest is full of great content—but only part of it pertains to financial issues,” Matt explains. “We have book reviews, photos from recent events, client stories, and guest features as well. We make it about our clients and friends—not about us. And it doesn’t just go out to our clients. It goes out to thousands of recipients.”
Harvest is also an example of content marketing at its best. But it is just one piece of a total process that focuses on building relationships through value. I would observe that God has blessed Mark, Matt and their outstanding staff because they focus on making friends first. If it leads to a client relationship, that’s great. If not, that’s fine too.
“It starts with genuine love and caring,” Matt claims. “That is the focus of every member of our team. If you don’t have that in your heart, you certainly cannot wear it on your sleeve.”