WHY CHOOSE US

OUR CLIENTS GROW

Our strategic approach to messaging and execution supports brand awareness and asset growth. Over the past 5 years, our money management clients’ portfolios increased assets by nearly $26 billion.

TOP-TIER RELATIONSHIPS

Our media relationships are long-standing and ever growing. Each year, our clients promote their thought leadership by participating in an average of 100 interviews.

EXPERIENCE

SunStar Strategic has served hundreds of money managers, wealth managers, top regional banks and other entities since 1990, building a reputation for excellence. 

KNOWLEDGE

We understand financial products. Among our Account Executives, 70% hold advanced degrees, 53% have MBAs, 70% have a financial services background and 18% have held financial licenses.

What Our Clients Say

Summit Global Investments

ETFs, Marketing, Product Launch, Public Relations

Hennessy Advisors

Growth Strategy

SPARROW GROWTH FUND

Growth Strategy, Marketing, Public Relations

TARGET ROCK ADVISORS

Industry Trends, SRI / ESG

PLUMB FUNDS

Growth Strategy, Marketing, Public Relations

MERITAGE PORTOLIO FUNDS

Fund Launch, Growth Strategy, Public Relations

YCG FUNDS

Growth Strategy, Marketing, Public Relations

VILLERE FUNDS

Growth Strategy, Marketing, Public Relations

Powerhouse Firm Enters ETF Market

Product Launch, Public Relations

ETF LAUNCH

Product Launch, Public Relations

Find out what we can do for you

PR & MARKETING IDEAS STRAIGHT TO YOUR INBOX