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


Webinar RSVP – Why Financial Advisors Should Embrace Digital Marketing

January 16, 2020

Register for our next webinar to learn how stronger digital marketing can help you attract and retain new customers.

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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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Will 2020 be the Year Asset Managers Finally Catch the Technology Wave?

January 13, 2020

Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion.

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Most Read Insight Articles of 2019

January 07, 2020

The Golden Globes are behind us. But they neglected to award for our favorite category. Our top read Insight articles of 2019 are…

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In The News


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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Say Cheese! Shops Put PMs in the Spotlight

January 15, 2020

Shops often impede their own sales by keeping their best asset under wraps: portfolio managers. This recent article in Ignites focuses on this strategy to win over clients and provides tips for PMs to put their best foot forward. Dan Sondhelm was featured in this article.

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Getting Your Financial Firm “Bearly” Prepared

January 12, 2020

At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. As published on Iris.

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