Placemark Investments Reaches 2,000 Investment Strategies Milestone

DALLAS, March 18, 2014 /PRNewswire/ -- Building on its success in providing an unmatched range of investment solutions, Placemark Investments announced today that it now has more than 2,000 investment strategies available to its clients. The firm, which manages $14 billion in assets across over 40,000 client accounts, serves registered investment advisors (RIAs), broker dealers, and other advisors seeking program flexibility and market leading product depth for their clients.

This milestone demonstrates key objectives for the firm, which strives to offer a wide range of separately managed accounts and specialty allocation strategies leveraging ETFs and mutual funds, through a single custodial account, or unified managed account.  By expanding the number of strategies available, Placemark is able to offer the flexibility and choice advisors demand, allowing them to focus on client relationships rather than the significant administration which offering externally-managed strategies can entail.

"Placemark is already an established leader in offering highly flexible investment strategies through a Unified Managed Account structure – passing the 2,000 strategy milestone strengthens that position and enhances the choices we can provide advisors and other clients," said Lee Chertavian, Chairman and CEO of Placemark Investments. "Now RIAs, as well as regional and national broker dealers can select from multiple strategies, enabling advisors to customize the mix of strategies they feel most appropriate for each client. Placemark's approach provides advisors the ability to customize and proactively control portfolios in a manner that is very scalable and largely unavailable elsewhere."

About Placemark Investments

Placemark Investments develops wealth management solutions including Unified Managed Account programs and other portfolio management outsourcing solutions, enabling Registered Investment Advisors to scale their business and focus on growth objectives. Placemark's UMA Marketplace® platform is a highly flexible UMA solution that provides advisors a scalable way 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.

Media Contact:
Erica Tuccero
Placemark Investments
781.371.4000 ext. 3223

SOURCE Placemark Investments