MALVERN, Pa., Jan. 23, 2012 /PRNewswire/ -- Palladiem LLC ("Palladiem"), an independent investment advisory firm that focuses on the development and execution of customized investment strategies and services for independent financial advisors, broker dealers and institutions, today announced that it has selected Placemark Investments' UMA Marketplace® platform as an access point for its Palladiem Investment Portfolios family of Unified Managed Account (UMA) strategies.  Palladiem's portfolios will now be available to financial advisors via Placemark's UMA Marketplace® platform, which reaches advisors on the TD Ameritrade Institutional, Schwab Institutional, and Fidelity Institutional Wealth Services RIA custodial platforms.

"This is an important step for Palladiem as we bring our proprietary investment products and services to the market.  UMA Marketplace® provides us with immediate entry into a variety of advisor channels with relative ease," said Stephanie Mackara, Chief Marketing Officer at Palladiem.  Ms. Mackara added, "The partnership between Palladiem and Placemark Investments is a natural and complementary fit for our organizations allowing us both to bring the best of the UMA to a broad base of financial advisors.  Our product line includes a series of Core, Sustainable Income and Global Alternative Strategies designed to arm advisors with innovative solutions to meet the complex challenges of developing the most appropriate portfolios for their clients."

"We're excited to partner and bring Palladiem's suite of portfolios to advisors across the RIA and broker-dealer spectrums," said Randy Bullard, Executive Vice President with Placemark Investments.  Mr. Bullard added, "In many ways the founders of Palladiem are 'pioneers' in the UMA space.  Their experience and reputation make them an ideal fit for our UMA Marketplace® solution.  We very much look forward to working with the Palladiem team going forward, and introducing the firm's innovative solutions to advisors across the marketplace."

For further information about Palladiem's complete suite of investment products, please visit the firm's website at www.palladiem.com.

About Palladiem LLC

Founded in October of 2011, Palladiem LLC is an SEC-registered, independent and employee-owned investment advisory firm that manages global, multi-asset class investment strategies, with an emphasis on alternative investments, delivered through one centralized unified managed account (UMA). Palladiem is led by a team of highly-qualified investment professionals, averaging over 25 years of industry experience working with a range of investors from high-net-worth individuals to large private and public pension plans.  Palladiem is firmly committed, to deliver conflict-free advice and results through financial advisors and institutions.  Palladiem is based in Malvern, Pennsylvania.

About Placemark Investments

Placemark Investments develops wealth management solutions, including Unified Managed Account programs for registered investment advisors.  Placemark's UMA Marketplace® platform is the most flexible UMA solution available to RIAs, allowing advisors to create custom solutions for their clients utilizing any combination of mutual funds, ETFs, and managed account strategies.  UMA Marketplace® offers a full suite of services and is integrated with leading custodial platforms, performance reporting vendors, and research providers to the wealth management industry.

 

SOURCE Palladiem LLC

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