Alternative Investment Awards 2016
awards alternative investment wealth & finance2016 72 ETFs Company: Pacer ETFs Phone: 877-337-0500 Email:
[email protected] Website: http://www.paceretfs.com/ AI16037 Pacer Pacer Financial, sponsor of Pacer ETFs, is an award winning investment firm specialising in provid- ing strategy driven Exchange Traded Funds (ETFs). We spoke to Sean O’Hara, President of Pacer ETF Distributors, to find out more. Established in 2015, Pacer ETFs is a young company whose success is based upon the executive board’s vast experience working within the fi- nancial sector, which spans over 100 years collectively. My partner, and the firm’s founder, Joe Thomson and I have worked together for over 30 years in the financial distribution and marketing sector, achieving incredible success in our previous venture. As such the firm is heavily focused on finding solutions to client problems and then educating our clients on how these products will benefit them, rather than taking the product led approach many of our competitors favour. Our investment strategy is a good fit for our market, as currently within the U.S. investment industry the main client demographic is the gener- ation colloquially known as ‘Baby Boomers’. This generation has led the industry for several years and continues to be a predominant investor. These clients are now approaching retirement age, and therefore their focus is on high dividend investments which may offer low risk and risk management strategies. Fundamentally our approach is ideal for these investors, who have lived through the major recessions in recent years and are keen to diversify their portfolios to complement the current ‘Buy and Hold’ strategy which many fund managers offer, in order to prevent extreme losses should a similar situation occur again. Our Trendpilot investment strategy is to participate in the market as much as possible when it is growing and avoid major declines. The firm began with just three offerings, which has now risen to six, with $625,000,000 in Assets under Management, a figure which highlights the market acceptance our products have received. In order to maintain this growth we work closely with many of the leading financial advisory firms in America, with Merrill Lynch, Morgan Stanley, Wells Fargo and many other investment platforms using our ETFs with their clients. Looking to the future, we are keen to expand our product offering and develop new solutions. Our current strategy driven approach, which contrasts strongly with the industry’s focus on obtaining low cost Beta assets, has been successful so far and we are keen to continue with this and build upon our current achievements in the years to come. Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus. A copy may be obtained by visiting www.paceretfs.com or calling 1-877-337-0500. Please read the prospectus carefully before investing. Investment products offered are: Not FDIC Insured • No Bank Guaran- tee • May Lose Value Trendpilot™ is a trademark of Index Design Group, LLC. Distributor: Pacer Financial, Inc., member FINRA, SIPC, an affiliate of Pacer Advisors, Inc Most Innovative Financial Products 2016
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