Placemark Investments

Placemark Investments company information, Employees & Contact Information

Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, 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. Founded in 1999, Placemark has offices in Dallas, TX, and Wellesley, MA. For more information, please visit the company's website at www.placemark.com.

Company Details

Employees
18
Founded
-
Address
16633 Dallas Parkway,
Phone
19724044505
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Addison, TX
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