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.”
Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market
Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide.
How Asset Managers Can Get HubSpot Discounts
Whether you’re considering HubSpot or already in talks with them, discover how asset managers can secure HubSpot discounts with these effective strategies. Learn how to save up to 40% and maximize your investment in HubSpot.
Is Your Website Holding Back the Growth of Your Wealth Management Firm?
Is your wealth management website driving clients away? Learn how to enhance content, speed, and security to attract and retain high-net-worth individuals. Discover the secrets now!
Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek
Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US...
Sondhelm Partners Wins Best Third-Party Marketing Award 2024 from Hedgeweek
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.
Replay Now Available for Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors
Watch the replay of our webinar with Patricia O’Donnell and Dan Sondhelm to learn proven strategies for optimizing your database profiles and content marketing to attract and retain investors.
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.