Individual Investors

Placemark Investments values the role of an experienced financial advisor and provides wealth solutions to many of the industry’s leading financial advisory firms. Each individual investor’s needs are unique, and the solution most appropriate to meet the needs of each client can best be understood and developed by a qualified financial advisor.

Working with a trusted advisor, clients are able to develop an asset allocation and select appropriate products to use in their investment portfolios.  An advisor is also able to further customize the solution in a number of ways:

	Develop a portfolio that is customized based on individual securities that a client might already own and use to fund an account.
	Develop a portfolio that restricts specific securities a client should not or can not own because he or she already has a concentration of securities, is restricted from owning specific securities, or as part of implementing a social investing policy.
	Develop a portfolio customized to the individual client’s tax circumstances to improve the after-tax returns for the client and allow the portfolio to be managed in concert with external assets as part of a comprehensive tax management strategy.

There are many benefits for the high net worth investor who chooses to work with a financial advisor and firm that has partnered with Placemark Investments, including:

	One statement		True customization		Direct ownership of  equity positions
	Automatic portfolio rebalancing		Lower separate account money manager minimums		Efficient cash management
	Avoidance of wash sales		Taxable event considerations

** Within separately managed account sleeves