Dixon Midland targets high-net-worth (HNW) individuals, family offices, and registered investment advisors (RIAs) seeking investment solutions that emphasize above-market returns with lower risk and minimal correlation to traditional asset classes. This audience typically values stability, risk management, and tax efficiency, with a preference for strategies that provide consistent, long-term growth while managing volatility.
Contributors:
| Co-president: |
Paul Furlow, Dixon Midland |
| Co-president: |
Aaron Mobarak, Dixon Midland |
| CEO: |
Dan Sondhelm, Sondhelm Partners |
| Marketing Director: |
Frank Serebrin, Sondhelm Partners |
| Website Developer: |
Jim Clayton, Sondhelm Partners |
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SONDHELM PARTNERS
Website: www.sondhelmpartners.com
Location: United States
About the Agency:
Sondhelm Partners helps asset managers, mutual funds, wealth managers and fintech firms grow, through marketing, public relations and sales strategies. We also help clients build strategic partnerships such as mergers, fund adoptions and subadvisory.
