April 28, 2009

Placemark brings Unified Managed Accounts to Multi-Family Office Market

Hirtle Callaghan & Co, a wealth management firm specializing in family and institutional asset management, has partnered with Placemark to develop a custom UMA program for the Ultra High Net-Worth, Multi-Family Office segment of the market.

Dec. 10, 2008

TD Ameritrade Institutional Announces new UMA Program for RIA Market

Dec. 8, 2008

Money Management Institute Appoints Lee Chertavian to Board of Governors

The Money Management Institute (MMI) has announced that Lee Chertavian, CEO of Placemark Investments, has been named to the MMI board of governors, along with two other prominent industry executives.

October 7, 2008

Placemark Investments Launches New Fast-Track Conversion Solution for Advisors

Advisor Business Conversion services allow independent advisors to develop custom Unified Managed Account programs to service high net worth clients.

August 12, 2008

United Capital Financial Advisers Selects Placemark Investments to Build UMA Platform

United Capital Financial Advisers Inc. and Placemark Investments have partnered to develop a new UMA program for United Capital’s affiliated independent advisory firms. 

June 23, 2008

Placemark Investments Promotes Richard Dion to President & Chief Operating Officer

Richard Dion, who was appointed Placemark’s Chief Operating Officer in 2003, has been named President and is responsible for operations, program implementation, technology, product development, client relationship management and advisor sales.

March 13, 2008

Placemark Investments Introduces Customized Income Management™ for Retirement Market 

Customized Income Management (CIM) program, the industry’s first integrated Unified Managed Household offering, was designed to meet the needs of millions of retirees for effective and tax-efficient income distribution solutions.

 Oct. 10, 2007

Market Index Solutions Offers Enhanced Tax Management, Greater Customization, and Broad Market Exposure

Market Index Solutions is an index-based managed portfolio that is constructed using a subset of securities designed to mimic the risk and return characteristics of the target index. Used in conjunction with Placemark's overlay management process, the Market Index Solution can be used very effectively in implementing integrated tax management strategies, as well as developing solutions for clients with low cost basis securities, illiquid securities, or for accommodating portfolios with significant restrictions.

 July 17, 2007

D.A. Davidson and Placemark Investments are Pleased to Announce the Launch of a Custom Unified Managed Account (UMA) Program

D.A. Davidson & Co. and Placemark Investments, Inc. are pleased to announce the launch of a custom unified managed account (UMA) program created to continue D.A. Davidson’s long tradition of providing innovative wealth management solutions for the firm’s advisors and clients.

 April 3, 2007

Placemark Investments Live with FIX Flyer Online Trading and Allocation Management

Placemark Investments announced today that it has begun using FIX Flyer’s online service for trading and allocation management. Fix Flyer will help Placemark simplify trade integration into a proprietary investment management and accounting system.

 March 28, 2007

Placemark Investments is Pleased to Announce the Hiring of Well-known Industry Analyst Matt Schott as Vice President of Product Development

Placemark Investments, the investment industry’s largest independent provider of active overlay portfolio management services, has appointed investment industry veteran Matt Schott as Vice President of Product Development, a new position.

 March 13, 2007

Placemark Investments is Pleased to Announce that Scott Egner has Been Appointed National Sales Manager and Senior Vice President

Placemark Investments is pleased to announce that Scott Egner, a veteran financial services industry executive, has been appointed National Sales Manager and Senior Vice President.

 Jan. 23, 2007

Oppenheimer Launches Unified Managed Account Program with Placemark Investments as Overlay Manager

Oppenheimer Asset Management, Inc., a leading national investment boutique and Placemark Investments, Inc. are pleased to announce the launch of a unified managed account (UMA) offering created to provide innovative investment management solutions to Oppenheimer’s clients.