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

brand positioning for asset managers

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

Distribution Help For Fund Managers

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

Marketing firms for asset managers

“Our website is not generating quality leads.”

PR for portfolio managers

“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


18 Content Marketing Best Practices for 2018

July 16, 2018

Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?

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7½ Reasons to Hire a Fractional CMO

July 09, 2018

Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits.

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Taking Action for Marketing Success

July 09, 2018

This midyear report summarizes the combined insight of Sondhelm Partners’ Dan Sondhelm and SunStar Strategic’s Marilyn Dale. The conversation, which was originally presented in a webinar format with Foreside Distributors, covered topics from challenges in the industry through actionable marketing tips to implement today to stimulate asset growth.

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Why Knowing Who is Visiting Your Website is Important

July 02, 2018

Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable.

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In The News

How the ETF Giants beat active managers at their own game

June 06, 2018

The ETF giants' latest mutual fund-killing trick is free management of ETF portfolios -- perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.

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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.

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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.

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