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.”

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Cambridge: Industry consolidation to continue in 2018

January 11, 2018

“Targeted acquisitions of smart beta firms, of managers able to outperform their index, and of active managers sheltered from the shift to passive will remain of interest. Transactional activity in non‐ traditional asset classes such as infrastructure, real estate, private debt and private equity will remain strong, and, possibly, we may even see increasing interest… Read more »

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Fighting the Tide: How Boutique Asset Managers Can Beat the Growth Barrier

December 22, 2017

Celera Systems recently conducted a webinar entitled “Optimizing for Growth.” The event was moderated by Dan Sondhelm from Sondhelm Partners. Panelists included Justin Bates of Swan Global Investments and Joe Childrey of Probabilities Fund Management. Below is a summary of the insight shared to dozens of mutual fund executives. It has been a challenging last… Read more »

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How to Allocate Your Budget for Growth in Three Steps

December 18, 2017

I see it all the time. Investment managers with good strategies and impressive track records just can’t seem to gain traction with institutional investors or financial advisors. Either firms have a tough time with distribution or senior management still holds on to outdated notions such as “if we build it, investors will come” and “good… Read more »

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Are You Giving Advisers What They Want?

November 14, 2017

When it comes to communications from asset managers, advisors want insights and marketing intelligence and opportunities to interact with portfolio managers and CIOs, not product pitches andcold calls. These are just a few of the key findings revealed in Giving Advisers What They Want, a new advisor research whitepaper written by Jeff Briskin of Briskin… Read more »

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In The News

Should You Outsource Your Portfolio Strategy?

February 05, 2018

Should you outsource your portfolio strategy? Yes, according to a small but growing number of advisors using ETF managed portfolios. Dan Sondhelm commented on this trend.

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25 Entrepreneurs Share How They Use Blogging for Business

January 07, 2018

The Blogosphere is here and it is not going anywhere. It’s not just for people talking about what they’re eating for lunch or their next celebrity crush. Blogging is big business for entrepreneurs and business owners. Rescue a CEO asked some businesses how they use blogging to help their business. Dan Sondhelm is featured at #17.

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Look to Robo Advisors to See Where Clients Will Be Next

December 19, 2017

Robos and wealth managers are focusing more of their communications efforts on digital education such as timely content, marketing automation and social media to be where clients and prospects spend their time. Dan Sondhelm shares his thoughts for this story.

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