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