Testimonials
Aaron Chan
Founder and Managing Partner
Recurve Capital
Sondhelm Partner’s assistance was critical in streamlining my firm’s messaging to its most impactful points and formulating an effective sales strategy.
Courtney Stover
Partner
Standpoint Asset Management
Working with Sondhelm Partners was a crucial advancement to our business as a boutique asset manager.
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.
Jim Brecker
Managing Director
Mondrian Investment Partners
From public relations and digital marketing to marketing consulting, Sondhelm helped us adapt to a competitive environment and expand our business efforts.
Mike Richter
Ave Maria Mutual Funds
Sondhelm Partners helped our company earn positive news coverage in high profile publications that we were able to leverage in our other sales and marketing efforts for credibility.
Norm Conley
CEO & CIO
JAG Capital Management
The Sondhelm Partners team has done a wonderful job increasing our overall brand recognition on a national level.
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.
Stephanie Dirscherl
Director of Marketing
Argent Capital Management
Working with Sondhelm Partners was a crucial advancement to our business as a boutique asset manager.
Steve Owen, CFA
Chief Executive Officer
The London Company
Sondhelm Partners was able to get The London Company into a couple of major publications within a short time frame, thereby increasing our visibility within our target market.
Timothy Reich
CEO
Liberty Street Funds
Our partnership with Sondhelm Partners is wide ranging. Sondhelm took the time to find out about who we are and helped refine our positioning and messaging.
Walter Todd
President
Greenwood Capital
Thank you again for leading our strategic planning offsite in Charleston. We could not have done it without you. Your insights and industry knowledge were invaluable.
Zachary Stout
Managing Director–Sales & Distribution
Howard Capital Management
Sondhelm Partners is a great partner and good friends of our firm. As experts in growing investment firms, mutual funds, and ETFs, they have helped Howard Capital strategically and tactically.