ASSET MANAGEMENT MARKETING AGENCY
Asset Management Marketing Agency: Attract AUM & Build Trust
For asset managers, trust is the ultimate currency. In a market saturated with data, we build evergreen content funnels that cut through the noise, establish your firm as a leading authority, and attract institutional capital and high-net-worth investors.
Get Your Free AUM Growth AuditTrusted By Industry Leaders
The Asset Management Marketing Challenge: Differentiate or Be Commoditized
In a sea of funds, asset managers struggle to articulate their unique value beyond past performance
Regulatory & Compliance Constraints
- • Adhering to FINRA/SEC rules on advertising and communication
- • Proving GIPS compliance in all performance reporting
- • Risk of misrepresenting fund strategy or risk
- • Ensuring all content is fair, balanced, and not misleading
Impact: Marketing efforts are watered down and slow to launch
Reaching Target Audiences
- • Cutting through the noise to reach institutional consultants
- • Engaging and educating financial advisors at scale
- • Attracting the right HNWIs without mass-market tactics
- • Difficulty building a direct-to-investor channel
Impact: Over-reliance on wholesalers and third-party platforms
Differentiating in a Crowded Market
- • Your firm's unique thesis gets lost in a sea of data
- • Competitors are all saying the same thing
- • Difficult to build a brand beyond a star portfolio manager
- • Struggling to communicate the value of your process
Impact: Competing on fees becomes the only way to stand out
Demonstrating Value Beyond Performance
- • Past performance is not indicative of future results
- • Educating investors on your long-term investment philosophy
- • Building trust in your risk management process
- • Showcasing the intellectual capital of your team
Impact: AUM is volatile and flows out after one bad quarter
How We Help Investment Managers Attract & Retain AUM
Specialized marketing services that build trust and drive measurable growth for asset managers
Establish Your Intellectual Capital
We transform your market insights into high-value thought leadership (YouTube videos, podcasts, and other digital content) that demonstrates your expertise and builds unshakeable trust with your target audience.
Engage Advisors & Institutions
Equip your sales team with a library of high-value, compliance-approved content. Our funnels educate and nurture financial advisors and institutional consultants, making your firm their first call.
Build a Direct-to-Investor Brand
For firms looking to build a direct channel, we create educational content that attracts and converts your ideal end-investor, reducing reliance on intermediaries and building a durable brand asset.
Our Asset Management Marketing Approach
We engineer strategies for the unique compliance and audience needs of asset managers
Audience & Channel Analysis
- • Institutional Persona Mapping
- • Advisor Content Needs Analysis
- • HNWI Media Habits
- • Competitor Content Strategy
- • Compliance Audit
Compliance-First Content Strategy
- • Fund Marketing Content Plan
- • Legal Review Workflow
- • Messaging & Positioning
- • Editorial Calendar
- • Multi-Channel Distribution Plan
Content Production & Optimization
- • YouTube Video & Market Commentary Production
- • YouTube Market Outlook Series
- • Legal & Compliance Review
- • SEO & AEO Optimization
- • Performance Tracking
Continuous Optimization & Reporting
- • Monthly Performance Reviews
- • Advisor Engagement Dashboard
- • A/B Testing & Optimization
- • Quarterly Strategy Updates
- • AUM Influence Reporting
Our Asset Management Marketing Services
Other Financial Industries We Serve
Private Equity Marketing
Specialized marketing for PE firms to attract LPs and source proprietary deals.
Learn more →Hedge Fund Marketing
Compliant marketing for hedge funds and alternative investment firms.
Learn more →Banking Marketing
Specialized marketing for banks, credit unions, and traditional financial institutions.
Learn more →About Croton Content
From Target Business Schools to Content Alchemy: We're a team of honors business graduates, SEO strategists, and content experts who craft your portfolio of revenue-generating content assets.
Our Founder, Daniel Schoester
Daniel Schoester combines years of SEO obsession with financial know-how. After receiving an Honours Bachelor of Business Administration (Finance), Daniel began working at a prominent mortgage website, where his content quickly quadrupled monthly traffic to over one million views.
Building on this success, Daniel launched Croton Content to help clients scale through evergreen content assets—notably working with Forbes Advisor, Moneywise, and Hardbacon.
In 2024, Daniel expanded his focus to YouTube after studying Google's algorithm changes. He noticed YouTube's increasing alignment with search visibility compared to traditional written SEO content—plus its ability to generate passive revenue and long-term brand authority.
Why Our Clients Love Us
$1M+
in attributable revenue generated
5M+
qualified traffic delivered
Future-Proof
content strategy
Frequently Asked Questions
How do you market an investment fund without making performance claims?
We focus on educational content that demonstrates your team's expertise, investment philosophy, and risk management process rather than making performance claims. This builds trust with institutional investors while staying fully compliant with FINRA and SEC regulations.
What content is most effective for engaging financial advisors?
Financial advisors respond best to educational content about market trends, portfolio construction strategies, and due diligence insights. We create thought leadership content on YouTube and other channels that positions your firm as a valuable resource for their practice.
How do you ensure content is FINRA and SEC compliant?
We build compliance into our process from day one, understanding FINRA Rule 2210 and SEC advertising rules for investment advisers. All content is structured for legal review and approval before publication, with built-in compliance checkpoints throughout the production process.
Can content marketing help us get on institutional platforms?
Yes. Institutional consultants research fund managers extensively online. By creating authoritative thought leadership content, you build the brand recognition and credibility that makes institutional gatekeepers more receptive when your wholesalers make contact.
How do you measure ROI for asset management marketing?
We track advisor engagement, institutional consultant reach, website traffic from target personas, and content performance. We also work with your sales team to implement attribution tracking that connects content engagement to AUM growth and platform placements.
What's your experience with different asset classes (equities, fixed income, alts)?
We work with asset managers across all asset classes including equities, fixed income, alternatives, and multi-asset strategies. Our approach adapts to the unique characteristics of your investment strategy and target investor base.
How do you work with a firm's existing sales and distribution teams?
We integrate with your wholesalers and sales team to create content that supports their efforts. Your distribution team provides market feedback that informs our strategy, and our content becomes a tool they use to start conversations and nurture relationships with advisors and institutions.
How is this different from using a traditional marketing agency?
Traditional agencies don't understand the regulatory constraints of fund marketing, the sales cycle for institutional AUM, or how financial advisors evaluate fund managers. We specialize in asset management and understand the unique challenges of building trust in a highly regulated, relationship-driven industry.
Become the Trusted Voice in Asset Management
Build a brand that attracts AUM, builds trust with advisors, and stands the test of time.
Book Your Confidential ConsultationLimited spots available • No credit card required • 30-minute strategy session