Unlock the Power of Your Story

Investment marketing is the art of positioning a firm’s experts as primary influencers in the conversations and events that are critical to investors.

Do you have a good story to tell, but find that investors aren’t paying as much attention as you’d like?

Is your branding and messaging consistent and compelling?

Perhaps you need to articulate a value that’s independent of investment performance.

Or to simplify your story.

Or to differentiate your message in a sea of sameness.

According to Morningstar, the 50 largest mutual fund firms own 85% of the assets and receive more than 70% of the flows. Despite these impressive numbers, many financial advisors like working with boutique fund managers and alternative investment firms that have niche strategies, a brand based on their founder’s name and portfolio managers who are accessible by telephone.

Sondhelm Partners can help position asset managers for long-term growth.

Better Positioning Can Get You Noticed