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
Bob Newhart’s Unlikely Lessons for Portfolio Manager Communication
July 24, 2024
Bob Newhart's comedy holds surprising lessons for boutique asset managers. Discover how a classic TV interview may transform portfolio managers into communication powerhouses. Your assets under management might thank you.
Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market
June 03, 2024
Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide.
How Asset Managers Can Get HubSpot Discounts
May 16, 2024
Whether you're considering HubSpot or already in talks with them, discover how asset managers can secure HubSpot discounts with these effective strategies. Learn how to save up to 40% and maximize your investment in HubSpot.
Is Your Website Holding Back the Growth of Your Wealth Management Firm?
May 15, 2024
Is your wealth management website driving clients away? Learn how to enhance content, speed, and security to attract and retain high-net-worth individuals. Discover the secrets now!
In The News
Sondhelm Partners Nominated for Two Categories in Private Equity Wire US Awards 2024 – Please Cast Your Vote!
July 24, 2024
Who are the most valuable service providers for brand building and capital raising? You can influence the winners with your vote. Shape the future of private equity services.
Sondhelm Partners Shortlisted for Three Hedgeweek US Awards 2024 – Cast Your Vote Now!
July 24, 2024
Hedgeweek US Awards 2024 voting is now open. Support excellence in fund management and services by casting your vote. Every ballot shapes the industry's recognition of top performers.
Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors
June 27, 2024
Want to capture more investor attention and get more meetings? Industry experts Trisha O'Donnell and Dan Sondhelm shared valuable insights in GAMMA's recent webinar, “Mastering Manager Database Profiles and Content Marketing.”
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