Marketplace®
The most comprehensive and exible UMA in the industry.
Available on all major custodians Construct portfolios to match your clients’ investment objectives Product-speci c pricing to control your expenses Thousands of investment vehicles: SMAs, ETFs, ETNs, mutual funds, and strategists
Integration with third-party accouting and performance reporting Patented overlay portfolio management and tax management services
Web-based platform Do-it-yourself to streamline your tools for self-managed workday assets
For more information on UMA Marketplace® visit: www.placemark.com or call us today: 800.266.7615.
The UMA Marketplace® is a platform o ered by Placemark Investments, Inc. Placemark acts as overlay portfolio manager for accounts established through UMA Marketplace by implementing the asset allocation and account features selected for the account by the client and/or the client’s investment professional. Investments in mutual funds, ETFs and SMA strategies are subject to investment risk and may lose value. The risks and fees of using a UMA as well as the risks and fees of the speci c strategies should be considered by a potential client in consultation with the client’s investment professional. The availability of mutual funds, ETFs and similar products may vary by custodian.
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Table of Contents for the Digital Edition of Morningstar Advisor - June/July 2012