Green Investment Management's Guardian Fixed Income strategy Joins Placemark Investments' UMA Marketplace® Platform
FORT WORTH, Texas, May 1, 2012 /PRNewswire-iReach/ -- Green Investment Management's Guardian Fixed Income strategy is now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace® Platform.
Byron Green, President and lead Portfolio Manager of Green Investment Management commented, "We are excited that our Guardian Fixed Income strategy is available on the Placemark platform. Guardian Fixed Income has over 20 years of track record and could be a great choice for baby boomer investors who are at or near retirement".
Lee Chertavian, Chairman and CEO of Placemark Investments added, "We are pleased that Green Investment Management joined the UMA Marketplace® platform. We think their innovative strategies will offer advisors across the RIA and broker dealer marketplace greater variety in designing customizable solutions for their clients."
Green Investment Management, Inc. (GIM) became registered as an investment adviser in 1984. Since that time, GIM has specialized in offering actively managed investment models designed to balance both the opportunities and risks inherent in our rapidly changing markets. Guardian Fixed Income is a strategy that invests primarily in domestic bond funds. It has broad latitude to vary its investment mix among different maturities and qualities of bonds in order to balance the risks and opportunities. This strategy often invests in high yield bonds and may be suitable for investors seeking potentially higher levels of current income. GIM manages its allocations with an "active defensive" style. Each allocation has a defined strategic mix of asset classes which are regularly adjusted within tactical ranges as market conditions change.
About Green Investment Management, Inc.
Green Investment Management is a fee-based asset allocation manager with more than two decades of GIPS® compliant track record. While past performance is never a guarantee of future returns, Green Investment Management is dedicated to principal preservation while seeking market opportunities.
About Placemark Investments
Placemark Investments develops wealth management solutions, including Unified Managed Account programs for registered investment advisors. Placemark's UMA Marketplace® platform is the most flexible UMA solution available to RIAs, allowing advisors to create custom solutions for their clients utilizing any combination of mutual funds, ETFs, and managed account strategies. UMA Marketplace® offers a full suite of services and is integrated with leading custodial platforms, performance reporting vendors, and research providers to the wealth management industry.
For more information concerning Green Investment Management's services or to request an ADV Part II, individuals should contact their financial advisor and investment professionals should feel free to peruse our website at www.GIMLink.com or call 1-800-950-8004.
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