Focus on Growth
Sondhelm Partners
Helping hidden gem and brand name asset managers attract investors, strengthen credibility, and build brands.
Which Are You?
Here are typical growth challenges our clients come to us to solve:
Amplify Growth
Strengthen marketing and sales strategies
Tell your great story better
Add additional strategies for growth
Consider strategic growth opportunities
Overcome Challenges
- Reverse stagnant revenue and AUM
- Improve marketing infrastructure, prospect nurturing, and engagement
- Look the part of a serious investment firm
- Refresh brand story to become more relevant
Optimize Opportunities
- Support a new fund or product launch
- Expand new markets in the United States or internationally
- Find strategic partners for sub-advisory, merger, and fund adoptions
Solutions
Marketing
Public Relations
Sales
Strategic Partnership
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 growth opportunities. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now.”
Pitch Books for Asset Managers
Most boutique asset managers, hedge fund managers, and wealth managers know the pitch book is a basic building block for new client acquisition. But they have little idea on how to build their book. Here are best practices for creating a great pitch book to tell your story.
5 Top Hurdles Crypto Investment Companies Face and How to Overcome Them
Cryptocurrency’s biggest challenge is achieving mainstream acceptance among asset managers, wealth managers, and individual investors. Learn about the hurdles crypto investment companies face in becoming mainstream and how to overcome them.
12 Top Crypto Investment Marketing Tactics for 2025
Investing in crypto is unlike any other form of investment, and the marketing tactics that are effective for firms in the sector are also unique. The crypto industry and the marketing used to promote firms in it are constantly evolving. This guide reveals top marketing strategies for crypto investment firms in 2025, why they work, and how to leverage them.
Financial Industry Veteran Dan B. Sondhelm Recognized in Marquis Who’s Who
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.
Sondhelm Partners Celebrates Wins at the 2024 Institutional Asset Manager Awards
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.
Sondhelm Partners Shortlisted for Best Communications and PR Firm at Fund Intelligence Awards 2025
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.
Awards
2023
Hedgeweek US Awards
Best Third-Party Marketing Firm
2023
Web Marketing Association
Best Mutual Fund Website
2023
Representative clients
Testimonials
Jennifer King
President
Chase Investment Counsel
Sondhelm Partners helped us stay connected with all our contacts in 2020 by refreshing our website and developing a digital marketing strategy.
Patrick Pascal
President
Chelsea Management Company
Sondhelm Partners has been an important strategic partner for our business development. They have a strong grasp of the wealth and asset management industry.
Walter Todd
President
Greenwood Capital
Thank you for leading our strategic planning offsite in Charleston. We could not have done it without you. Your insights and industry knowledge were invaluable.