Placemark Investments

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  A Sterling Reputation

  By John Sullivan, AdvisorOne  |  February 22, 2012

  The boys at Sterling Global Strategies started their independent firm in late 2008; yes, 2008.

• Placemark Awarded U.S. Patent for Tax Management System

  By Joyce Hanson, AdvisorOne  |  May 17, 2010

  Placemark Investments on Monday, May 17, received a patent for a process that uses the firm's overlay management technology to let advisors manage taxes by limiting gains and making other trade-offs tailored to a client's specific tax considerations.

• Upgrades

  By Kara P. Stapleton  |  February 1, 2009

  Putnam Investments launched a family of four absolute return mutual funds designed to provide returns of 1%, 3%, 5%, or 7% above those of Treasury...

• The New Wave

  By Staff Writer  |  July 1, 2003

  The Money Management Institute, Cerulli Associates, TowerGroup, and other analysts forecast that separately managed accounts (SMAs) will be one of the major growth engines for...

• Separate and More Than Equal

  By Melanie Waddell, AdvisorOne  |  January 30, 2002

  Placemark's separate account offering focuses on t