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.”
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Insights
27 Signs Your Boutique Asset Management Firm Needs a Second Opinion for Growth
December 15, 2024
Do you excel at investment management but can’t grow your firm? As a boutique asset management company, you likely face multiple strategic challenges—sales, asset and revenue growth, branding, engagement, technology, operations, culture, and more. Discover the 27 signals your growth strategy needs a second look and the actionable steps you can take to grow.
Ten Strategic Growth Questions Smart Asset Managers Should Be Asking Now
December 01, 2024
For many boutique asset managers, 2024 was a very good year. But has your growth been delivered by market appreciation or from new clients? Smart asset managers should be thinking about their strategic growth plans for next year. Here are ten questions to ask now and potential solutions for growth.
11 Easy Steps to Develop Your Strategic Growth Plan in 30 Days
November 25, 2024
2024 has been a great year so far for equities and securities in general. But many asset managers have a problem: no or few new clients. Many firms know they need to build a sound strategic plan for next year, quickly, but don’t know where or how to start. No need to worry. We’ve developed an 11-step strategy to create your growth plan in just 30 days.
Public Relations: Turning “Buzz” into New Business
November 21, 2024
As the number of asset managers have proliferated over the years, it’s getting harder for even the best-performing shops to gain traction among advisors and institutions. This guide explains what you must know to effectively use public relations to promote your business. Public Relations for Asset Managers: The basics While your firm’s direct marketing efforts
In The News
Financial Industry Veteran Dan B. Sondhelm Recognized in Marquis Who’s Who
December 10, 2024
For over 120 years, Marquis Who's Who has recognized America's most accomplished professionals. Find out why this financial marketing expert earned his place in the prestigious directory.
Sondhelm Partners Celebrates Wins at the 2024 Institutional Asset Manager Awards
December 05, 2024
Sondhelm Partners has been recognized at the 2024 Institutional Asset Manager Awards by Chandler Publishing! We proudly received awards for Best Third-Party Marketing Firm and Best Placement Agent and were also shortlisted for Best PR & Communications Firm. Find out more.
Sondhelm Partners Shortlisted for Best Communications and PR Firm at Fund Intelligence Awards 2025
November 26, 2024
Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. Find out more about this honor.
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