Americas Best TAMPS 2024 - 33

2024 AMERICA'S BEST TAMPS
GEMMER ASSET
MANAGEMENT
LLC
Brian Gemmer
Principal/Portfolio
Manager
Gemmer Asset Management LLC * 1655 North Main Street,
Suite 360, Walnut Creek, CA 94596 * www.gemmerllc.com
Gemmer Asset Management LLC is a boutique, employee-owned
TAMP, founded in 1992, that specializes in providing independent
advisors with a comprehensive and fully customized suite of services.
While we manage over $1.6 billion, we only work with approximately
50 advisors. We have total flexibility to tailor unique solutions for each
one of our advisors, both in terms of portfolio management and service
support. As a result, we have become meaningful extensions to each of
our advisor's businesses.
We believe that keeping
clients in this current
economic environment
requires more attention,
more communication
and better service. That
means YOU need more
communication and
service-especially from
the TAMP helping with your
investment strategies.
The problem is, the biggest
TAMPs have thousands of
clients, and you may get lost
in the shuffle. They may be
unresponsive; it can be hard
to get a real person on the
phone; and you may not have
the ability to customize-all
the downsides of a big
corporation.
That's why our firm is so
BUSINESS
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BUSINESSMAN
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PROJECT
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CONTRACTSCALABILITY
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ACHIEVEMENT
CAPITAL
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INNOVATION
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QUALITY
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DIRECTION
TIME IS MONEY
different. Though we are
smaller in AUM, we are no
less sophisticated than the
larger firms. Furthermore, we
hang our hat on the ability
to move to your side of the
table and collaborate on a
plan that will work best for
you and your clients.
We can best serve you-
because we are just like you.
In fact, we only work with
approximately 50 advisors,
including those with as little
as $20 million to $30 million
in AUM.
DECISION MAKING
PLANNING
BANKRUPT
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GLOBAL BUSINESS
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COLLABORATION
SUCCESS
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ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
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PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
Our personalization means
GLOBAL BUSINESS
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that no client is too big or
too small.
Our simple goal is to provide our advisors with whatever support
they need, freeing them up to spend as much time as possible where
their value is added most-the client relationship. This includes: the
development and implementation of custom models using ETFs, DFA,
mutual funds and socially conscious strategies; complete back-office
support; strategic consulting and high levels of personalized attention.
Our advisors get the same responsiveness, personalization,
customization and transparency as if they had built their own full-scale
investment team, all without incurring the cost and complexity of doing
so. Each of our advisor's main point of contact is a partner at the firm.
This partner not only sits on the investment committee but also trades
the advisor's client accounts. Advisors leverage our 100-plus-years of
combined investment experience to create proposals, meet with clients,
participate in client events and do anything else that helps them grow
their business.
Every advisor relationship is exceptionally important to us, and we
do not subscribe to the idea that " one-size-fits all. " All advisors have
unique needs and business models, so we spend a great deal of time
ensuring we are solving their specific challenges.
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INTEGRATION WITH
3RD-PARTY PLATFORMS
ANALYSIS
TESTING
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INVESTMENT POLICY
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PLATFORM LAUNCH
UNICORN
BEHAVIORAL FINANCE TRAINING
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CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
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DIRECT INDEXING
ADVERTISING
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INSTITUTIONAL CLIENT SUPPORT
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MARKETING SUPPORT
IPHONE OR ANDROID APP
MODEL MARKETPLACE
PRIVATE LABELING
47 ED I T A B L E L I N E I C O N S S E T
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RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUCCESSION PLANNING
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
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TM
New business contact:
Brian Gemmer
Principal/Portfolio Manager
Phone: (925) 933-3786
Email: brian@gemmerllc.com
Website: www.gemmerllc.
com/index.php/about-us/
our-team
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Bill Gemmer,
Principal/Portfolio
Manager
Type of Program: SMA,
UMA,OCIO, multi-asset mutual
fund and ETF models, subadvisory
services for registered
investment advisors, backoffice
support, DFA advisors
Total Assets in Program:
$1.6 billion
Year Program Began: 1993
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: No
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds; equity
SMAs; fixed-income SMAs;
ESG, tax-sensitive, target-risk
and goals-based strategies;
advisor-directed UMAs/
multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for: New
advisors, RIAs, reps, financial
planners, small advisors, large
advisors, CPAs
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: No
Proposal / IPS: Yes
Asset Allocation
CALENDAR
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
Methodologies: Time-tested;
research-driven; modern
portfolio theory; tactical
asset class shifts; manager,
ETF, mutual fund selection;
strategic models; DFA, socially
responsible; diversification;
risk and reward; quantitative
and qualitative analysis;
efficient allocation of capital
across specific asset classes;
global, domestic and foreign
equities, bonds/cash, stocks,
fixed income; secular outlook;
cyclical outlook; analyze
thousands of strategies;
thoroughly evaluate each
manager
33
http://www.gemmerllc.com/index.php/about-us/our-team http://www.gemmerllc.com/index.php/about-us/our-team http://www.gemmerllc.com http://www.gemmerllc.com/index.php/about-us/our-team http://www.gemmerllc.com/index.php/about-us/our-team https://www.gemmerllc.com/index.php/about-us/contact-us https://www.linkedin.com/in/brian-gemmer-0985b53/ https://www.linkedin.com/in/robkeeler/
Americas Best TAMPS 2024

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