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

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.”

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Insights


Why Financial Advisors Should Embrace Digital Marketing – Webinar replay

January 29, 2020

Watch our webinar replay to learn how stronger digital marketing can help you attract and retain new customers.

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How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature

January 27, 2020

Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed.

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Plain-speaking the language of retail investors

January 20, 2020

Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with

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Three Game Changers for Financial Advisors in 2020

January 13, 2020

With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving.

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In The News


Three Game Changers for Financial Advisors in 2020

January 23, 2020

With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving. As published on Iris.

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The Passive vs Active Debate Asset Managers Should Be Having

January 20, 2020

To grow, firms need to be as active in the marketing and sales side of their business as they are in the investment side of their business. If you have a good story to tell, and you are committed to growth, all you need are the right strategies. Read Dan Sondhelm’s latest Money Management Executive article.

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Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia

January 17, 2020

Being a DMV entrepreneur comes with benefits making it unique to run a business. Dan Sondhelm discusses the opportunity for growth in the region for this article in CEO Blog Nation.

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