For Advisors

Not only can financial professionals benefit from Gemmer’s focus on research and portfolio management, but they no longer have to worry about the time-consuming tasks of trading and quarterly performance reporting. And, we do not force your client portfolio needs into a prescribed box. Rather, at Gemmer we provide a number of unique services that are not provided by some of the largest third-party firms. For example, we can:

• Create customized models to fit your business

• Flexible portfolio implementation, including dollar cost averaging, implementation around existing positions, and/or manage portfolios at the household level rather than at the account level

• Provide tax and cost-efficient trading

For many advisors, developing and implementing a marketing plan can seem overwhelming. At Gemmer, we partner with our advisors to help take the challenge out of this critical element and help them successfully grow their businesses. Just a few of the services we offer include:

• Partnering on seminars to clients/prospects

• Helping to create proposals for prospects

• Developing customized marketing materials

• Sharing current investment thinking through weekly emails, quarterly meetings and various research papers, all of which can easily be re-purposed to share with your clients

Gemmer offers a suite of services that reduces advisors’ administrative workloads so that they can spend more time focusing on their clients and growing their businesses. These services include:

• Billing

• Data reconciliation

• Online access to all client data and reports

• Producing and distributing private-labeled quarterly performance reports

• And much more

Today’s investment industry is a dynamic one, constantly offering innovative products, changing regulations and new client needs. Staying on top of these trends is vital to providing stellar service to clients. 

At Gemmer, we want to help advisors be as successful as possible in their practices. Therefore, to help them stay on top of critical information, Gemmer provides educational opportunities, training forums and up-to-the-minute information on the latest tax, technology and investing trends in the industry.