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
How Wealth and Asset Managers Can Excel as Thought Leaders
November 12, 2025
Thought leadership is a key way to earn respect as a financial expert and trust as a provider. This article explains how wealth and asset managers can become respected thought leaders.
The Ultimate Guide to Blog Lengths for Asset Managers
November 08, 2025
How long should blog posts be? This guide helps asset manager and wealth manager marketing teams answer the ever-present question of length.
Compliance Is Your Competitive Advantage
November 03, 2025
Most boutiques blame compliance for invisible marketing. But a $250 billion manager just proved those same rules are protecting you from a competition you’d lose.
The Mask Your Firm Wears Without Knowing It
October 30, 2025
Most boutique managers hide behind vague messaging without realizing it. This Halloween, take off the mask and show prospects who you really are.
In The News
Fund Shops Turn to TikTok and Reddit to Reach Retail Investors
November 06, 2025
Fund shops are bypassing advisors entirely, going straight to retail investors through TikTok campaigns and podcast hosts who can make their products go viral. Dan Sondhelm offers expertise in Ignites.
Frontier to Rebrand Fund Unit to MFG in North America Push
October 26, 2025
Frontier drops its name for parent company Magellan Financial Group as it expands in North America. Dan Sondhelm shares his take on the move for Ignites.
State Street Drops SPDR Label for New ETF Batch
October 13, 2025
State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
Connect
