For Advisors

Partnering with Gemmer Asset Management gives financial professionals more time and flexibility to focus on their clients and the health of their businesses. At Gemmer, we pride ourselves on providing an unparalleled level of customization and service to advisors that helps them do this. Financial professionals leverage Gemmer’s expertise and experience in a multitude of ways:
Investment Management

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