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
“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."
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
Local SEO for Wealth Managers: How to Get Found by Prospective Clients in Your Area
September 08, 2025
Find out what you must know about local SEO so your financial firm can be found online by prospective investors in your area while maintaining the professional standards the industry demands.
Think Your Firm Is Secure? The Top Cybersecurity Threats Every Asset Manager Must Confront Now
September 04, 2025
Website security is an urgent priority for asset managers. Learn practical steps to protect your firm and clients from emerging security threats.
The Definitive Guide to Content Marketing for Asset Managers
August 27, 2025
Learn best practices in content marketing for asset managers, why these practices matter, what can help your business stand apart, and how to implement effective content marketing strategies.
What Financial Firms Must Know About AI and Online Search Now
August 18, 2025
SearchGPT is becoming more and more popular. Find out everything financial firms need to know about SearchGPT, including information on how it could impact financial services businesses and their promotional efforts — and how to prepare for what’s ahead.
In The News
Why Story Beats Digital For RIA Growth With Wealthy Clients
September 04, 2025
Most RIAs obsess over investment performance while wealthy prospects lose sleep over completely different problems—the disconnect is killing growth. Dan Sondhelm shares insights in Financial Advisor Magazine.
VanEck to Try Active with India ETF
September 01, 2025
When your existing products hemorrhage assets, most firms retreat. VanEck is doing the opposite, doubling down with a bold new approach that could reshape everything. Dan Sondhelm weighs in on this topic in With Intelligence.
We’re Triple Nominees at the 2025 Hedgeweek US Awards
July 24, 2025
Sondhelm Partners is shortlisted in three categories at the 2025 Hedgeweek US Awards - the only firm nominated across all marketing disciplines. Vote for us by August 8th.
Connect
