In the News


Creating the “Billions” Impression to Prospective Buyers

August 12, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.

Read More


Fund Adoption: A Potential Growth Strategy

August 05, 2019

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

Read More


Creating the “Billions” Impression to Prospective Buyers

August 02, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Iris.

Read More


Sondhelm Partners to Sponsor Ultimus Client Conference

July 15, 2019

Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.

Read More


For Asset Managers, Thought Leadership May Be Their Only Edge

July 11, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.

Read More


2019 SEO Marketing Trends

July 10, 2019

The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.

Read More


For Asset Managers, Thought Leadership May Be Their Only Edge

July 08, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by Nasdaq.

Read More


Dan Sondhelm to Present at Greater Cincinnati Mutual Fund Association Event

July 08, 2019

Sondhelm Partners is pleased to announce that Dan Sondhelm will speak on a GCMFA panel with James Curry from SS&C Alps at the Greater Cincinnati Mutual Fund Association workshop. The session will focus on growth strategies, trends and best practices in mutual fund distribution, marketing, and M&A. The event will be held July 18, 2019, in Cincinnati.

Read More


The Yellow Brick Road Towards Thought Leadership

June 19, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.

Read More


Harnessing the Power of SEO to Generate Qualified Leads

June 12, 2019

For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.

Read More