CEO
Lee Chertavian, CEO
Contact Info
Dallas
16633 Dallas Parkway
Suite 700
Addison, Texas 75001
Telephone: 972.404.8100
Fax: 972.404.4505
Boston
40 William St, Suite 210
Wellesley, MA 02481
Tel: 781.371.4000
Fax: 781.237.1713
16633 Dallas Parkway
Suite 700
Addison, Texas 75001
Telephone: 972.404.8100
Fax: 972.404.4505
Boston
40 William St, Suite 210
Wellesley, MA 02481
Tel: 781.371.4000
Fax: 781.237.1713
Website
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Description
Placemark Investments is the separate account industry's leading overlay portfolio manager for enabling Unified Managed Account (UMA) programs, a new type of managed account offering that integrates multiple investments such as individual equity portfolios, mutual funds and ETFs into a customized portfolio. Placemark works with managed account program sponsors to develop custom UMA programs that deliver superior features and value to their advisors, while leveraging their existing operational infrastructure and preferred investment managers and products. Placemark currently works with over 70 participating investment managers, and over 5,000 investment advisors.
General Partner
Chip Hazard
News
October 10, 2007
| Press Release
July 17, 2007
| Press Release
January 5, 2007
| Wall Street and Technology
