Overview

Placemark Investments works directly with Financial Institutions (sponsor firms), Financial Advisors and Investment Managers. Placemark views these partnerships as critical in the successful delivery of customized investment solutions to high net worth clients.

Partnering with…

 

Financial
Institutions
For financial institutions that want to develop and sponsor investment platforms using robust best-in-class, fee-based investment solutions to their financial advisors, Placemark offers its Overlay Management process. Whether they be broker/dealers, banks, registered investment advisors, or wirehouses, Placemark's experience in developing and operating industry-leading UMA programs allow sponsors to reduce up-front investment, reduce risk, deliver superior features to advisors, improve margins, and speed up time-to-market.
Financial
Advisors
Advisors affiliated with larger financial institutions have a lot of choices in the products and solutions they offer clients. Working with Placemark, advisors are able to focus on the delivery of advice and the development of appropriate solutions, without being mired in the operational and administrative complexities of delivering customized solutions. Our Regional Consultants and support teams help advisors understand how they can use Placemark to develop better solutions for clients, build their practice, and reduce the complexity.
Investment
Managers
The overlay management business model and its effect on institutional investment managers are changing the separate account industry. Historically, separate accounts have been a complex and costly business for managers, severely limiting the number of quality managers willing to participate. By working with Placemark, money managers are able to focus on adding value for investors through securities selection and portfolio construction, without having the operational and regulatory responsibilities inherent in servicing hundreds or thousands of accounts. Placemark has a proven track record of managing model portfolios effectively and accurately.
Independent
Advisory
Firms
Placemark works with independent advisors in a variety of ways. For advisors who utilize the Schwab Institutional, Fidelity, Bear Stearns Global Clearing or TD Ameritrade institutional platforms, Placemark offers solutions as a participating separate account manager. For advisors who have larger books of business and need a more customized solution, Placemark can develop a custom open-architecture program to meet individual specifications including an advisor's preferred products, trading/custody back-office systems, and other customized services such as performance reporting.