Asset management firms face increasing pressure to differentiate in a saturated marketplace. With news cycles tightening and investor expectations evolving, it’s no longer enough to simply perform well — firms must communicate well. That’s where Select Advisors Institute steps in as one of the top public affairs and PR firms tailored specifically to the asset management and wealth advisory space.
We understand the language of finance, but more importantly, we understand how to make it resonate with the audiences who matter most — clients, media, stakeholders, and potential investors. Our firm bridges the gap between financial expertise and powerful storytelling to position you as a thought leader.
A Communications Strategy Built for Asset Managers
Unlike traditional PR firms, our work begins with deep industry knowledge. We are not generalists — we specialize in working with registered investment advisors (RIAs), family offices, private equity groups, and institutional asset managers. This gives us an insider’s perspective on the unique reputational challenges and opportunities in the financial services space.
We focus on:
Message Refinement: Distilling complex investment strategies into clear, impactful messages.
Media Placement: Securing influential earned media across leading financial outlets.
Brand Visibility: Enhancing public perception through targeted PR and strategic storytelling.
Crisis Preparedness: Ensuring your reputation is protected before, during, and after disruption.
From Media Training to Messaging That Converts
Many firms underestimate the role media training plays in executive visibility. We prepare leaders not just to speak to the press, but to command presence, handle scrutiny, and articulate the firm’s value in any setting. Whether on live TV, at a high-stakes investor summit, or during a regulatory update, your spokespeople will be equipped to speak with clarity and confidence.
Our structured approach also ensures that every piece of communication — from op-eds and press releases to bylined articles and social media campaigns — reinforces the narrative that drives growth.
Controlling the Narrative in a Rapid News Cycle
In today’s environment, perception is reality. A single negative headline or missed opportunity can impact capital inflows, partnerships, and trust. Our role is to help asset managers get ahead of the story — and stay there.
We offer real-time support and strategic counsel during sensitive transitions such as mergers, executive changes, SEC inquiries, or performance volatility. When needed, we operate in collaboration with in-house legal and compliance teams to ensure every message is compliant yet effective.
Why We’re Different from Traditional PR Agencies
Most PR firms pitch without understanding the asset management model. We don’t. Our team is made up of professionals with finance and investment backgrounds — not just media experts. This means our strategies are grounded in your reality: fee models, fund structures, regulatory sensitivity, and investor psychology.
Clients trust us because we don’t waste time educating ourselves on the basics. We come in ready to shape the narrative that aligns with your strategic goals.
Proven Results Across the Industry
We’ve helped boutique firms evolve into category leaders, new entrants launch with authority, and established players reinvent their public image. Our clients have appeared in outlets like Barron’s, CNBC, Bloomberg, and Forbes, not by chance — but through tailored positioning, timing, and storytelling.
Every campaign is built with one goal: to create measurable brand equity that converts into client engagement, growth, and long-term trust.
Let’s Elevate Your Voice
Being a great asset manager isn’t enough — you must be known as one. That starts with public affairs strategy designed for the financial elite. At Select Advisors Institute, we help wealth and asset management firms own their narrative, rise above the noise, and become the voice others follow.
Practical guide for wealth management rebranding during a merger — timelines, messaging, regulatory checks, client retention tactics, and integration playbooks. Insights and services from Select Advisors Institute, helping firms since 2014.