In The News Archives - Sondhelm Partners

Category: In The News

Dixon Midland Website, Developed by Sondhelm Partners, Wins Best Investment Website Award in 2025 Internet Advertising Competition

Posted April 8, 2025 by Frank Serebrin

Sondhelm Partners is pleased to announce that a website it developed, www.dixonmidland.com, won the “Best Investment Website” award in the prestigious 2025 Internet Advertising Competition (IAC). The award is given by the Web Marketing Association (WMA).

“Dixon Midland is honored and humbled to have earned this distinguished award,” said Paul Furlow, Co-Founder and Co-President of Dixon Midland Company.

“Our website is dedicated to educating high-net-worth and institutional investors on how to potentially achieve above-market returns with below-market risk and low correlations,” said Aaron Mobarak, Co-Founder and Co-President.

“We seek to build better investments for investors in today’s uncertain world through a disciplined long-short equity strategy based on timeless investment principles and careful craftsmanship,” added Mr. Furlow.

“As partners, we developed the website to inform investors on investment principles and to showcase Dixon Midland’s unique perspective and expertise,” said Dan Sondhelm, CEO of Sondhelm Partners, a marketing and sales consultancy for asset managers. “A high-performing website is a key element of their overall growth strategy.”

Sondhelm Partners has a strong history of helping asset management firms create award-winning websites. Previously, Sondhelm Partners assisted Aurora Investment Counsel win WMA’s “Best Investment Website” in 2023; Liberty Street Funds win “Best Mutual Fund Website” in 2022; and F/m Investments win “Best Investment Website” and “Best Mutual Fund Website” in 2021.

The judges for this year’s WMA competition are expert professionals with knowledge of website design and content and have worked in the financial services, marketing, advertising, and high-technology industries.

Each website entry was judged on creativity, innovation, impact, design, copywriting, and memorability.

“These awards validate our commitment to helping clients attract and educate investors, build brands, and start conversations. I’m proud of what our team has accomplished,” said Dan Sondhelm.

Visit the IAC Winners Page for more information.

About the IAC Awards

The IAC Awards, created in 1999 by the WMA, is an annual program recognizing the best in online advertising and creativity. The WMA evaluates online advertising in multiple categories, including email, mobile apps, websites, social media, and video.

About Dixon Midland

Dixon Midland Company is a private asset management firm serving accredited high-net-worth individuals, registered investment advisors, and family offices. The company seeks to build better investments by focusing on delivering above-market returns with below-market risk and low correlations. Paul Furlow and Aaron Mobarak founded Dixon Midland Company in Chicago, Illinois, in 1997.

About Sondhelm Partners

Sondhelm Partners specializes in accelerating growth for select boutique asset managers globally. We amplify stories and expand assets under management. While our expertise assists firms of all sizes, we excel at identifying promising “hidden gems” among boutique mutual funds, ETFs, institutional firms, hedge funds, private equity, and real estate firms. Sondhelm serves wealth managers, investment banks, research firms, fintech companies, and industry service providers. This breadth of experience allows us to design strategies tailored to each client’s situation, challenges, and goals. Sondhelm Partners is a recognized leader in creating websites optimized for engagement, content delivery, and lead generation.

For More Information

For more information, please contact Dan Sondhelm, Sondhelm Partners, at (703) 752-1510 or dan@sondhelmpartners.com

Yoga Is the New Golf at Industry Conferences

Posted March 25, 2025 by Dan Sondhelm

Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.

Subscription required.

New Name, New Plan? Promoting SSGA ETF – Without ‘Apollo’

Posted March 4, 2025 by Dan Sondhelm

State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.

(Subscription required.)

A Win That Shows How Financial Communication Is Changing

Posted March 3, 2025 by Dan Sondhelm

The call caught me off guard. “Your firm won best Communications and PR firm at the Fund Intelligence Operations & Service Provider Awards 2025,” they said. After three decades of helping investment managers tell their stories, this recognition hit differently.

Not because we beat out bigger firms at the ceremony in New York this month. But because it validates what we’ve been saying about financial communication evolving. The old playbook of dense technical writing and market commentary no longer cuts it.

Our work with KraneShares shows what modern financial communication looks like. Their marketing head, Joe Dube, put it well: “Sondhelm helped us articulate our perspective on China and thematic investing in ways that truly connect with investors and advisors. They brought the industry knowledge and creative storytelling we needed to stand out.”

What Joe didn’t mention is how open his team was to breaking down complex ideas. That made all the difference. As our PR director, Milin Iyer, notes, “When a client understands the power of making sophisticated concepts digestible, our job as communicators becomes much more effective.”

We’ve found that investment managers are hungry for a different approach. They want partners who can help them cut through the noise. That means going beyond traditional PR to create authentic stories that resonate. It means building marketing programs that connect with the right audiences and drive growth. Most importantly, it means measuring what works.

The award ceremony at the Metropolitan Club marked a special moment for our team. But what matters more is seeing our clients succeed in an increasingly competitive marketplace. The real win comes when we help them build meaningful connections with their audiences.

Looking ahead, we’re doubling down on what works: helping investment managers tell clear, compelling stories. The industry is changing fast, and we’re excited to keep pushing boundaries with partners who share our vision.

Sondhelm Partners Nominated for 3 Hedgeweek European Awards

Posted February 21, 2025 by Dan Sondhelm

Sondhelm Partners is happy to announce that we’ve been nominated in three Hedgeweek European Awards 2025 categories. This recognition reflects our commitment to helping partners build brands and awareness of them. The categories we’ve been nominated in are:

Marketing Agency of the Year
PR and Communications Firm of the Year
Third-Party Marketing Firm of the Year.

Voting for the awards is through Friday, February 28, 2025.

Sondhelm Partners is asking clients and friends to visit the Hedgeweek Awards Website to vote. You will need to log in with your Facebook, Google, or LinkedIn account. For your vote to be verified, please put your full name and company name in the comment box for the first category you select. You can find this by clicking on Sondhelm Partners and ‘add comment’. You only need to do this once.

Voting for Sondhelm supports our team and helps shape industry standards for service providers.

Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.

Posted February 12, 2025 by Dan Sondhelm

Read more and see what else Dan had to say.

F/m Beefs Up ETF Roster with a New Dozen

Posted January 29, 2025 by Dan Sondhelm

F/m Investments launches 12 new ETF strategies. With Intelligence turned to Dan Sondhelm for insights on the ambitious move into specialized fixed-income and small-cap markets.

Sondhelm Partners Wins Best Asset Management Third Party Marketing Company 2024 Award

Posted January 3, 2025 by Frank Serebrin

Wealth & Finance International has recognized Sondhelm Partners as the Best Asset Management Third Party Marketing Company 2024 – USA, as part of its annual Private Equity and Venture Capital Awards.

This honor highlights Sondhelm Partners’ proven ability to help boutique asset managers grow their businesses. The firm focuses on connecting managers with investors, sharpening their messaging, and enhancing visibility through strategic marketing, public relations, and distribution efforts. Sondhelm Partners helps clients raise assets and build influential brands by delivering measurable results.

Awards Coordinator Laura O’Carroll commented on this year’s winners: “This program has been a pleasure to host, and I want to personally wish our awardees a prosperous end to the year, for them and their clients. 2025 is set to be a fantastic year as they continue to enrich their industries. Congratulations on your well-deserved win.”

Dan Sondhelm, CEO and Founder of Sondhelm Partners, shared his thoughts on the award:
“We are honored to receive this award. It recognizes our work in helping boutique asset managers connect with investors, refine their messaging, and grow their businesses in meaningful ways. We want to thank our clients, team, investors, and journalists for their support.”

Wealth & Finance International is known for its trusted coverage of banking, finance, and wealth management. The publication is part of AI Global Media, launched in 2010 and has since built 14 distinct brands that serve global audiences with timely, engaging business content, including the flagship Acquisition International.

To learn more about the Private Equity and Venture Capital Awards, visit Wealth & Finance International. For more information on how Sondhelm Partners supports boutique asset managers, visit Sondhelm Partners.

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

Posted December 10, 2024 by Frank Serebrin

Dan B. Sondhelm, founder of Sondhelm Partners, has been selected for inclusion in Marquis Who’s Who. Since founding his company in 2016, Sondhelm has helped boutique asset managers worldwide accelerate growth through marketing, public relations, sales, and strategic partnerships. His firm serves traditional and alternative investment managers, helping raise billions in assets under management. Previously a senior partner at SunStar Strategic, Sondhelm holds an MBA from American University and has received numerous industry awards. He currently serves on the board of the Global Asset Management Marketing Association and frequently contributes insights to financial media.

Under Sondhelm’s leadership, the firm has earned recognition as a finalist for Fund Marketer of the Year by the With Intelligence Mutual Fund and ETF Awards and been named among the Most Influential People in Fund Distribution by MutualFundWire. The company’s services span from expanding clients’ online presence through targeted content and data-driven campaigns to building credibility through media relations and thought leadership. Looking ahead, Sondhelm plans to expand the firm’s capabilities through strategic collaborations with technology and data analytics providers to deliver advanced insights and tools for more effective investor engagement.

View the complete press release here.

Sondhelm Partners Celebrates Wins at the 2024 Institutional Asset Manager Awards

Posted December 5, 2024 by Dan Sondhelm

We’re thrilled to share that Sondhelm Partners was 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.

“These awards reflect the effort our team puts in every day to help clients tell their stories and build lasting connections with investors,” said Dan Sondhelm, CEO of Sondhelm Partners. “I couldn’t be prouder of what we’ve accomplished together over this past year.”

The awards, held last night at the Royal Thames Yacht Club in London, honored standout firms across institutional asset management for their impact, innovation, and service. Beverly Chandler, Managing Editor at Chandler Publishing, offered her congratulations, noting, “Sondhelm’s client-focused, results-driven approach exemplifies the values these awards stand for.”

Sondhelm Partners is committed to helping boutique and emerging managers—mutual funds, ETFs, private equity, and beyond—gain visibility, build investor trust, and grow their AUM. Our award-winning solutions address the unique challenges boutique firms face in a competitive marketplace.

To learn more about how we help managers tell their story, grow their brand, and connect with qualified investors, visit www.sondhelmpartners.com.

In The News Archives - Sondhelm Partners