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

hedgeweek-2024

Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2024, an award Sondhelm has won for the third year in a row.

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.”

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."

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Insights


Ten Strategic Growth Questions Smart Asset Managers Should Be Asking Now

December 01, 2024

For many boutique asset managers, 2024 was a very good year. But has your growth been delivered by market appreciation or from new clients? Smart asset managers should be thinking about their strategic growth plans for next year. Here are ten questions to ask now and potential solutions for growth.

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11 Easy Steps to Develop Your Strategic Growth Plan in 30 Days

November 25, 2024

2024 has been a great year so far for equities and securities in general. But many asset managers have a problem: no or few new clients. Many firms know they need to build a sound strategic plan for next year, quickly, but don’t know where or how to start. No need to worry. We’ve developed an 11-step strategy to create your growth plan in just 30 days.

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Public Relations: Turning “Buzz” into New Business

November 21, 2024

As the number of asset managers have proliferated over the years, it’s getting harder for even the best-performing shops to gain traction among advisors and institutions. This guide explains what you must know to effectively use public relations to promote your business. Public Relations for Asset Managers: The basics While your firm’s direct marketing efforts

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Making Platform Distribution More Profitable: A Q&A with Loren Fox, at FUSE Research Network

October 31, 2024

From rising personnel demands to data costs, platforms want more from asset managers. Learn key strategies to maintain profitable relationships while optimizing resources in this candid interview.

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In The News


Financial Industry Veteran Dan B. Sondhelm Recognized in Marquis Who’s Who

December 10, 2024

For over 120 years, Marquis Who's Who has recognized America's most accomplished professionals. Find out why this financial marketing expert earned his place in the prestigious directory.

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Sondhelm Partners Celebrates Wins at the 2024 Institutional Asset Manager Awards

December 05, 2024

Sondhelm Partners has been recognized at the 2024 Institutional Asset Manager Awards by Chandler Publishing! We proudly received awards for Best Third-Party Marketing Firm and Best Placement Agent and were also shortlisted for Best PR & Communications Firm. Find out more.

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Sondhelm Partners Shortlisted for Best Communications and PR Firm at Fund Intelligence Awards 2025

November 26, 2024

Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. Find out more about this honor.

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