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

	Palladiem LLC Now Available on Placemark's UMA Marketplace Platform Finacial Advisors now have access to Palladiem LLC's UMA Strategies on UMA Marketplace.
	Banking Losses in Actively Managed Accounts Placemark's CEO Lee Chertavian and CIO Ron Pruitt discuss the pros and cons of loss harvesting.
	TD Ameritrade UMAX Launched UMAX offers greater business efficiency and more investment choices.
	Placemark Awarded Patent UMA/UMH program receives patent protection for tax management approach.