SunStar Strategic

About SunStar Strategic

SunStar Strategic is a boutique, high-touch PR and marketing firm focused exclusively on financial services. We work with asset managers, mutual fund and ETF sponsors, RIAs, banks, and wealth management firms to help them grow assets, strengthen their reputation, and stand out in a highly competitive marketplace.

We are intentionally not a traditional agency. There are no layers of junior staff or handoffs. When you work with SunStar, you work directly with experienced professionals across the firm. Our clients view us as an extension of their team, not an outsourced vendor.

Services & Capabilities

We provide fully integrated public relations and marketing support, from strategy through execution:

Public Relations & Media Relations

• Strategic PR planning and positioning

• Proactive media outreach and interview placement

• Media training and spokesperson development

• Ongoing narrative development and message refinement

Our PR programs are designed to generate consistent, credible visibility across top-tier financial media.

Messaging & Brand Development

• Core messaging frameworks and positioning

• Differentiation in crowded markets

• Audience-specific communication strategies

We start with messaging because it serves as the foundation for everything that follows.

Content & Thought Leadership

• Articles, commentaries, and blog content

• Fund communications and marketing materials

• Executive visibility and bylined content

Our team understands both the language of investing and the expectations of compliance-heavy environments.

Marketing & Digital Execution

• Website strategy, content, and design

• Social media management and content development

• Email marketing and campaign execution

• Ongoing marketing program management

We often serve as a client’s outsourced marketing department, managing initiatives end-to-end.

Creative & Collateral Design

• Fact sheets, pitchbooks, and sales materials

• Brand identity and visual systems

• Digital and print design

All work is built with both investor clarity and regulatory considerations in mind.

Industry Expertise

SunStar Strategic is purpose-built for financial services. As a first mover in the space, we understand the nuances of marketing investment products, navigating compliance, and communicating complex strategies in a clear, compelling way.

Our focus includes:

• Mutual funds and ETFs

• Asset and wealth managers

• RIAs and advisory firms

• Banks and financial institutions

This specialization allows us to move quickly, speak your language, and deliver work that doesn’t need to be “translated” or reworked.

What Sets Us Apart

1. Boutique, high-touch model

We are not a volume-based agency. Every client engagement is hands-on, senior-led, and deeply collaborative.

2. No handoffs, no layers

You are not passed down to junior staff. You work directly with experienced professionals who know your business and stay involved.

3. Deep financial services expertise

We’ve spent decades focused on this industry. That means we understand markets, products, audiences, and compliance realities from day one.

4. Strategy + execution in one place

We don’t just advise. We build, write, design, and execute alongside you.

5. True partnership approach

We take the time to understand your firm, your people, and your growth goals, then work alongside you to deliver measurable results.

Our Approach

We begin by understanding your business in depth—your products, positioning, target audiences, and objectives. From there, we develop a tailored strategy and stay actively involved through execution, refinement, and ongoing support.

Our role is simple: help you get the attention you deserve and turn that visibility into meaningful growth.