Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year

hedgeweek-2024

Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2024, an award Sondhelm has won for the third year in a row.

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”

Assess Your Growth Strategy

Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."

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Insights


AI Search for Asset Manager Marketing Is Trending

April 22, 2025

Artificial Intelligence (AI) has changed how investors find and use information about asset managers and all things financial. This article explains how AI complements—and differs from—Google in search capabilities for investors and asset managers.

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Prospective Wealth Manager Clients are Active on LinkedIn. Shouldn’t You Be, Too?

April 16, 2025

Are you a wealth manager or other financial professional who wants to generate high-net-worth investor leads? The people you want to do business with are active on Linkedin, and you should be, too. This article explains how to leverage Linkedin to generate leads from prospective investors.

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Why Websites Not Created Mobile-First Are Wrong and How to Make Them Right

April 12, 2025

Too many asset managers don’t create their websites for smartphones first. They prioritize desktop design and overlook mobile users. This is not good. Mobile-first design is important because more than half of all website traffic now comes from smartphones.

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Landing Pages for Asset Managers: When Home Pages Aren’t Good Enough

April 02, 2025

What are landing pages, and why are they important for asset manager marketing? In this article, we’ll answer those questions to help you understand how financial services firms use them to get conversations and leads and provide tips on how to optimize landing pages.

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In The News


Dixon Midland Website, Developed by Sondhelm Partners, Wins Best Investment Website Award in 2025 Internet Advertising Competition

April 08, 2025

Dixon Midland’s website, developed by Sondhelm Partners, was recognized as the best in the industry by the 2025 Internet Advertising Competition. Learn more about this outstanding achievement.

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Yoga Is the New Golf at Industry Conferences

March 25, 2025

Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.

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New Name, New Plan? Promoting SSGA ETF – Without ‘Apollo’

March 04, 2025

State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.

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