Palladiem said that it portfolios will now be available to financial advisors via Placemark’s UMA Marketplace platform, which reaches advisors on the TD Ameritrade Institutional, Schwab Institutional, and Fidelity Institutional Wealth Services RIA custodial platforms.
Stephanie Mackara, chief marketing officer at Palladiem, said, "This is an important step for Palladiem as we bring our proprietary investment products and services to the market. UMA Marketplace provides us with immediate entry into a variety of advisor channels with relative ease.
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"The partnership between Palladiem and Placemark Investments is a natural and complementary fit for our organizations allowing us both to bring the best of the UMA to a broad base of financial advisors," she added.
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