Delivering Customized Investment Solutions

WHO IS PLACEMARK?

Placemark works with financial institutions and advisors to develop and manage sophisticated investment solutions and Unified Managed Account programs. Our customized solutions allow advisors to deliver superior service for their most demanding high net worth clients.

SPOTLIGHT

	Placemark Launches New Fast-Track Conversion Solution for Advisors: Placemark introduces Advisor Business Conversion, a new set of services designed specifically for independent advisors seeking to set up their own custom Unified Managed Account program.

NEWS/EVENTS

	New Program Launch: Hirtle Callaghan launches a custom UMA program for Ultra High Net-Worth, Multi-Family Office market.
	Chertavian Appointed to MMI Board of Governors: Money Management Institute (MMI) names Placemark CEO Lee Chertavian to board of governors.
	TD Ameritrade Institutional Announces new UMA Program: TD Ameritrade Institutional has partnered with Placemark to bring both customized and turnkey solutions to the RIA marketplace.