Asset Management Marketing and PR Agency
Asset Management PR and Marketing That Builds Authority
From competing to credible
Communications Strategy Group (CSG®) helps asset management and wealth management firms stand out in a competitive industry. Our asset management PR and marketing experts position your firm to lead through thought leadership, strategic media relations and compelling storytelling. We showcase your expertise and vision while connecting you with the audiences that matter most: investors, partners and industry influencers.
At CSG, we partner with asset management firms and financial advisors to create integrated strategies that build credibility and drive growth. Whether you need thought leadership, digital marketing or brand positioning, our asset management marketing team brings the expertise to help you thrive.
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WHY CSG®
Marketing and PR Built for Asset and Wealth Managers
As a trusted asset management marketing firm, CSG knows how to elevate your brand and protect your reputation. We create integrated asset management marketing strategies that combine targeted PR, content marketing, digital campaigns and lead generation programs for financial advisors. Every program is tailored to your goals, whether that means strengthening relationships with existing clients, attracting new investors or building authority with industry media.
Our team combines the experience of a wealth management marketing agency with the creativity of leading financial advertising agencies. We refine your brand narrative, identify the right communication channels and execute campaigns that deliver measurable results.
A strategic partner in a complex market
CSG is both an asset management PR agency and an asset management marketing strategy firm. We work at the intersection of financial services expertise and marketing innovation. We understand the regulatory environment, competitive pressures and market dynamics that shape your world. That insight allows us to deliver marketing services for financial advisors and wealth managers that are creative and compliant.
Our capabilities include:
Thought leadership and media relations to establish authority
Digital marketing for financial advisors to attract and nurture leads
Brand positioning for asset management and wealth management firms
Content strategies that resonate with sophisticated audiences
Reputation management and crisis communications
We support both long-term and high-impact needs, from financial advisor marketing consultant services to digital marketing programs designed to move quickly.
Proven Results for Leading Firms
Our asset management public relations firm has a proven record of helping asset management and wealth management companies achieve business goals. From boosting share of voice in top-tier media to generating qualified leads, we build marketing strategies for financial advisors and asset managers that drive measurable growth.
Clients Past & Present
Case Studies
PR Program Generates Widespread Brand Awareness Resulting in 60% Increase in AUM
Social Media and PR Services Drive California’s 529 College Savings Plan to $10B AUM
PR and Content Marketing Generates New Leads and Clients for FinTech Payments Company
We engaged CSG to help us build our public relations strategy and capability. With their expertise, we grew our placements by more than 500 percent and built a strong media presence.Dave Clauson
Vice President Marketing & Communications, Security Benefit
The CSG financial services team has a deep understanding of the financial planner community and professional. They’ve been a fantastic partner in helping us rethink our business model and content strategies.Ron Zwerin
Former CMO, Financial Planning Association
I appreciate the flexibility and commitment to solutions at CSG. PR plans and strategy change over time, so it’s important to have an agency that adjusts along with those changes to continue delivering results.Matt Kobussen
Media Relations Manager, Invesco PowerShares
CSG is truly part of our team, which has allowed us to align our communications efforts to the broader strategic priorities of the firm. This tight partnership has made a tangible difference for Janus.Robin Beery
Former Executive Vice President, U.S. Distribution, Janus Henderson Investors
[The financial services team] secured coverage in notable industry publications and facilitated award wins to spur greater market awareness. The team develops thorough project overviews and methodically executes their responsibilities. Their knowledge leads to a valuable ongoing partnership.Sheryl O’Conor
CEO, WealthConductor