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Placemark Expands UMA Marketplace With Mesirow Strategy Range

Harriet Davies Editor - Family Wealth Report 9 May 2012

Placemark Expands UMA Marketplace With Mesirow Strategy Range

A set of portfolio strategies from Chicago-based Mesirow Financial’s investment strategies team have been added to the Placemark UMA Marketplace platform, a unified managed account service for RIAs.

The Precision Portfolio range from Mesirow includes five strategies of varying risk/return profiles, from conservative to aggressive, “for those with long-horizon growth objectives to those with short-horizon capital preservation objectives,” the firm said.

The investment strategies team at Mesirow Financial is a third-party consultant that provides asset allocation strategies and manager selection to defined contribution providers, broker/dealers, RIAs, insurance companies and mutual fund companies.

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