SunStar Strategic has more than 20 years of financial services expertise. We have worked extensively with registered investment advisory firms, mutual funds, back office service providers, advisors, and wealth management divisions of large banks, among others. The majority of our executives hail from a financial services background and hold advanced degrees. We are specialists in the industry with an in-depth understanding of your products and services, your marketplace, and your competitors. 

Our senior executives are frequently called upon to discuss the latest trends in financial marketing by industry trade publications and newspapers such as Money Management Executive, Ignites, Financial Planning, Investment News and The Hedge Fund Law Report. We regularly speak at industry conferences, including NICSA, the Mutual Fund Education Alliance, Huntington Asset Services, Inc. and Ultimus Fund Solutions.

Our goal is to help you:

  • Grow your assets by attracting and retaining clients
  • Enhance your brand
  • Strengthen distribution 
  • Launch new products 
  • Navigate compliance 

For additional insights and ideas, check out FundFactor, our blog dedicated to marketing best practices for investment managers.