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

	Mesirow Financial Investment Strategies Brings Precision Portfolio Strategies to UMA Marketplace Mesirow Financial announced today that the Investment Strategies group's Precision Portfolio strategies are being made available through UMA Marketplace
	Green Investment Management's Guardian Fixed Income Strategy Joins UMA Marketplace Green Investment Management's Guardian Fixed Income Strategy is now availalble on UMA Marketplace.
	Financial Trust's Separately Managed Account Strategies Join Placemark's UMA Marketplace Platform Financial Trust Asset Managements 13 Separately Managed Accounts Strategies are now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace Platform.
	Verity's Top Ranked Fund Joins UMA Marketplace Platform Verity's Small-Mid Cap Value portfolio is now available to financial advisors via UMA Marketplace.
	Placemark Investments Launches ETF Investment Strategist Center Financial Advisors Gain Access to Third-Party ETF Managers Listed in iShares Guide.