investing

Results + impact.

Our Financial Practice team is exceptionally skilled at securing publicity for a variety of financial products and institutions, including:

  • Mutual Funds
  • Hedge Funds
  • Donor-Advised Funds
  • Executives, including portfolio managers and chief investment strategists
  • Financial Institutions
  • Fintech Corporations

From sound-bytes about the day’s market activities to profiles on business news networks, we develop distinguishing media relations and digital communications programs that bring prospects closer… confidently.

We’ve worked with some of the most respected, highest performing, heritage, and / or top-rated fund families, financial institutions and fintech companies to cultivate relatable experts, demystify investment strategies and engage prospects.

At the heart of our approach is a commitment to creating compelling content built upon and highlighting our client’s expert insights and leveraging search tools and social media to ensure that the content is discovered and shared…. again and again. Our personal finance, stock market, investing, etc. media contacts have been cultivated for more than two decades.  The relationships we hold with producers and other media decision-makers runs deep: since Day 1 of the two top financial cable networks.  Our financial communication trendspotting strategies help integrate clients into the American dialogue.

Western Union Payments, for example, partnered with our team members to promote a quarterly financial survey of Millennials. The data became the media’s go-to resource for research of its kind, went viral and even became a “hot topic” on a top morning show.

One of our client’s Chief Investment Strategists said we were the “best and only” financial PR firm.

Highlights of media coverage results for investment sector clients listed below include: Wall Street Journal, The New York Times, Chicago Tribune, Forbes, Morningstar, CNN, Fox Business, CNBC, Money.com, Today Show, CBS News, and TheStreet.com.

Call 732.639.0059 or click here and let’s talk about you….


  • ARK Funds
  • BEA
  • Beneficial National Bank
  • Davis Funds
  • Horizon Asset Management
  • HSBC
  • Kinetics Funds
  • NACHA
  • National Philanthropic Trust
  • NJ Bankers Association
  • Oracle
  • Pay It Green
  • Raymond James
  • Saber Funds
  • Selected Funds
  • Senior Lending Network
  • SPL Solutions
  • Summit Capital
  • Western Union