tel. 781.314.0606
Gallant Distribution Consulting
Our Clients
Our services are targeted to address the competitive landscape, key product and service trends, advice delivery, market challenges and opportunities, and overall needs of financial service companies. Our clients include distributors, broker/dealers, asset managers/mutual fund companies, and related service providers and vendors ranging from clearing and custody to financial planning software and third-party managed account providers.
Distributors
Manufacturers
Service Providers
–
Broker/Dealers
– Banks
– Insurance Companies
– Registered
Investment Advisors (RIAs)
– Private Banks & Family
Offices
– On-Line & Discount B-D's
– Non Traditional Advice
Providers
- Wirehouse
- Regional
- Independent Broker-Dealers
– Banks
– Insurance Companies
– Registered
Investment Advisors (RIAs)
– Private Banks & Family
Offices
– On-Line & Discount B-D's
– Non Traditional Advice
Providers
–
Mutual Fund Companies
– Separate Account
Managers
– Sub-Advisors
– Retirement & Institutional
Providers
– Insurance Companies &
Annuity Providers
– Alternative Investments
– Separate Account
Managers
– Sub-Advisors
– Retirement & Institutional
Providers
– Insurance Companies &
Annuity Providers
– Alternative Investments
- Hedge Funds
- Exchange-Traded Funds
- Structured Products
–
Clearing & Custody
– Asset Allocation & Financial
Planning Providers
– News and Research
– Third-Party Managed
Accounts Providers
– Back-office Processing
– Asset Allocation & Financial
Planning Providers
– News and Research
– Third-Party Managed
Accounts Providers
– Back-office Processing
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