Placemark Case Studies

Whether you are a product developer searching for ways to expand your existing fee-based capabilities, an RIA trying to expend his or her practice and attract larger high-net-worth investors, or a financial advisor currently working with us, we have worked to find solutions to some of your most complex issues.

Sponsor firms:

Homrich & Berg

Homrich & Berg, an Independent RIA based in Atlanta, GA, wanted to enhance its existing separate account program. As one of the largest RIAs in the United States, Homrich & Berg turned to Placemark to help launch a fee-based, multi-manager portfolio program that allows the company to offer a diverse investment solution to its high-net-worth clients. Homrich & Berg has hired Placemark to act as overlay manager on the domestic equity portion of client portfolios, with Homrich & Berg adding private equity, hedge funds, and other investment products to deliver a holistic wealth management experience for their clients.

RBC Wealth Management 

RBC Wealth Management was preparing to implement a packaged multi-style portfolio (MSP) offering. Following the launch of the MSP platform, the firm planned to implement a Unified Managed Account (UMA) program. However, after becoming aware of Placemark’s overlay portfolio management (OPM) service offering, RBC decided it would implement a full-feature, open architecture UMA program sooner than originally planned.