Our Experience

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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.