Our Experience

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Work with distribution partners of all sizes

Pacer has worked with both start-up companies as well as established global brands.

  • Develop brand name, identity, logo and marketing materials to follow branding standards created and upheld by Pacer Financial
  • Integrate easily with established global brands where we work with their marketing, compliance, and legal teams to follow their branding standards while producing new marketing material and increasing their brand awareness

Connected at the firm level

  • Established relationships with key executives at large wirehouses, national broker/dealers, regional firms and registered investment advisors
  • Key firms include Raymond James, Morgan Stanley, Wells Fargo Advisors, LPL Financial, UBS Financial, Oppenheimer, Edward Jones, Stifel Nicolaus, Century Securities,  Janney Montgomery Scott, Merill Lynch, and Advisors Group. 
  • Work with key personnel to understand each firms investment themes
  • Familiar with firm platform and requirements for product placement

Connected at the advisor level

  • Established relationships with some of the largest producers, branch managers and branch office coordinators
  • Leverage relationships to get referrals