We are very pleased to announce that all Third River strategies are now available on the Placemark platform. Placemark’s UMA Marketplace® is a wealth management platform that allows Registered Investment Advisors
(RIAs) to open accounts with their preferred custodial partner using investment products/portfolios from a large universe of leading investment management firms.
The following custodians are presently supported:
· TD Ameritrade Institutional
· Charles Schwab Institutional
· Fidelity Institutional Wealth Services
· Pershing Advisor Solutions
More details about how to get started with Placemark/Third River are available in the guide.UMAM Acct Opening Guide -Third River
