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

“We find it difficult to differentiate our funds from those of our competitors.”

“​​We don’t have strong relationships with the gatekeepers.”

“Our website is not generating quality leads.”

“Our portfolio managers and products are not getting the attention from the media they deserve.”

Help for asset managers with mergers and acquisitions

“I want to manage money but get rid of the headache of operating the mutual fund.”

Stay Well-Informed With Our Latest Insights


Three Ways to Boost Your Salespeople’s Results

June 15, 2018

A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support.

Read more »

Launching a Mutual Fund: The Cost of Success

May 21, 2018

Typically, when an investment advisor thinks about launching a mutual fund, they ask, “How much does it cost to launch a mutual fund?” Jace Schuppan, at Ultimus Fund Solutions, penned an article focusing on the more prudent question, “How much does it cost to launch a successful mutual fund?”

Read more »

Three Strategies to Manage a Crisis

May 21, 2018

A crisis and its accompanying reputational damage can be caused by many different factors but it’s how the organization responds to the crisis that determines the extent of the damage.

Read more »

Your Email Marketing Reputation Can Hurt You

May 17, 2018

Don’t let your digital reputation sabotage your marketing efforts. If you do any level of email marketing, you develop a reputation. A bad reputation will block emails from getting to the inboxes of your target audience. How does a sender reputation go bad and what should you do about it?

Read more »

In The News

Sondhelm Partners to Present in Foreside Webinar on Growth Strategies for Mutual Funds

May 10, 2018

Dan Sondhelm will be part of a panel discussion about growth strategies for mutual funds and asset managers. The webinar, entitled “Actionable Ideas for Marketing Success” will focus on ways to enhance visibility and credibility and better look the part of a firm looking to compete for assets.

Read more »

Sondhelm Partners Presents at the Integrated Advisors Summit in Dallas

April 19, 2018

Sondhelm Partners is pleased to announce that Milin Iyer and Frank Serebrin will be presenting at the 2018 Integrated Advisors Summit in Dallas, TX on May 3rd. They will be speaking to the advisors about “How to be a Thought Leader in the Digital Era” and will offer strategies for success.

Read more »

Sondhelm Partners Sponsors Ultimus Client Summit

April 19, 2018

Sondhelm Partners is proud to be a sponsor of the Ultimus Client Summit 2018. The networking and educational event is presented exclusively for Ultimus clients and business partners. It will take place on May 2-4, 2018 in Cincinnati, OH. We look forward to seeing you there.

Read more »

Grow your business with Sondhelm Partners

Contact Us Today