Established relationships within each firm
- Pacer Financial works within wirehouses, registered investment advisors, regional firms, national broker dealers and independent firms across the country every day.
- We are connected with key executives, and relationship and branch managers to understand each firm’s business process and objectives.
Unique and timely sales ideas and solutions
- We have experience working with various investment vehicles such as annuities, mutual funds, separately managed accounts, hedge funds, and exchange traded products.
- We are knowledgeable about each firms key investment themes and goals.
- Our network across firms allows us to share some of the best ideas in the industry.
Access to supplemental resources
- We are able to directly deal with trading desks and home offices to make sure business is done as efficiently as possible.
- We provide necessary sales and marketing material to help educate clients and follow-up on any outstanding questions or concerns.