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

 icon green arrow Placemark Amps Up Sales to RIAs
Placemark has added to the sales team dedicated to UMA Marketplace 
   
icon green arrow  Placemark Investments Launches ETF Investment Strategist Center
Financial Advisors Gain Access to Third-Party ETF Managers Listed in iShares Guide.
   



NEWS/EVENTS

 icon sheet The Rockledge Group Joins Placemark Investments' UMA Marketplace Platform                                                                                                                      The Rockledge Group, an investment management firm specializing in Alternative Strategies and Sector Investing, today announced that its L2 Sector Rotation Strategy is now available.  
 icon sheet Absolute Capital's Money Management Strategies to Join Placemark Investments' UMA Marketplace® Platform                                                Absolute Capital Management, LLC announced today that their Asset Allocator, Portfolio Protector and Sector Selector money management strategies are now available to financial advisors  
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Northwest Asset Management's Alternative Investing Strategies Join Placemark Investments' UMA Marketplace Platform                                       Northwest Asset Management (NWAM) announced today that its Dynamic Investing Group's (DIG) Global Trends Balanced and Growth "alternative investing" strategies are now available

 
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Horizons West Capital Partners' Income-Oriented Strategies Join Placemark Investments UMA Marketplace Platform Horizons West Capital Partners, LLC is now making its Multi-Strategy Hedged Income Model Portfolios available to Financial Advisors on major RIA custodial platforms through the Placemark UMA Marketplace Platform.

 
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Hahn Managed ETF Portfolios -Now Available on Placemark's UMA Marketplace® Platform                                                                                            HAHN Investment Stewards & Company Inc. (HAHN) is pleased to announce that HAHN Managed ETF portfolios are now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace® Platform.