Placemark Investments has increased assets to $4 billion, a 100% gain in seven months driven by sales of its unified managed account platform.

“Placemark is at the forefront of the fast-growing marketplace,” said Randy Bullard, executive vice president at Placemark. “We’ve experienced 300% annual growth over the past three years and, looking at the current market demand, we believe we have the pipeline, momentum and potential to continue similar growth in the year ahead.”

Placemark is the active overlay manager in UMA and multi-discipline SMA programs for brokerage firms, registered investment advisors, and banks, including RBC Dain Rauscher, Prudential Financial, BMO Nesbitt Burns, and Homrich & Berg.

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