Financial Advisors: Teaming With Gator
Gator Capital Management works directly with established financial advisors as a separate account manager. Our strategic fit is to help you manage the investment management portion of your client accounts, which puts you on the same side of the table as your client. Our goal is to grow the assets with a targeted strategy and as a specialist we are also able to work with you to deliver presentations and webinars for clients, which is a unique position. We work exclusively with Financial Advisors, Registered Reps, and Independent RIAs.
Benefits of working with Gator include:
- Gator Managed Portfolios - We focus on the investments, you focus on client service.
- Unique Offering - New portfolio offerings bring a fresh perspective to your next client meeting.
- Portfolio Manager Contact - Host a conference call with your client and one of Gator’s Portfolio Managers or Analysts.
- “Sellable” Investment Strategy - High-quality growth, low turnover, and transparent fee structure is easy to introduce and sell.
- Peace of Mind - Our portfolios aren't complicated and a highly structured philosophy that is consistent over time.
- Gator Portfolio Manager Seminar Speaker – Derek Pilecki, President of Gator Capital Management, is available to meet and speak with groups upon request.
- Industry Expert Access - As a planner you offer many services, show your clients a one of a kind value by inviting them and their friends to an intimate conversation with a trusted and seasoned industry expert. A rare and high value client event.