HAHN Investment Stewards & Company Inc.



HAHN Investment Stewards & Company Inc.

July 23, 2012 18:07 ET

HAHN Managed ETF Portfolios-Now Available on Placemark Investments' UMA Marketplace® Platform

TORONTO, ONTARIO--(Marketwire - July 23, 2012) - HAHN Investment Stewards & Company Inc. (HAHN) is pleased to announce that HAHN Managed ETF portfolios are now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace® Platform.

"We are very pleased to bring HAHN's proven global expertise to RIA's through the Placemark UMA platform," said Davee Gunn, President of HAHN. "Recognizing that multiple tectonic shifts are now underway in global financial markets, HAHN's actively managed ETF portfolios are uniquely structured to steward capital by dynamically adapting our asset mix strategies to evolving macro environments and changing risk factors," commented Tyler Mordy, HAHN's Director of Research.

Lee Chertavian, Chairman and CEO of Placemark Investments stated, "Placemark welcomes HAHN Investment Stewards to the UMA Marketplace® platform. We are excited to offer HAHN Investment Stewards' strategies and expand our product offering to the RIA and broker dealer marketplace."

About HAHN Investment Stewards & Company Inc.

HAHN Investment Stewards & Company Inc. is an innovative Canadian investment firm specializing in multi-asset, global portfolio management services for private clients and institutions. With primary offices in Ontario and British Columbia, the firm has established the longest known track record managing global balanced ETF-only portfolios through separately managed accounts (SMA) and is often cited for its expertise in global investing and ETF selection. Founded by Wilfred Hahn, an industry veteran and one-time head of Canada's largest global investment management organization, the firm is winning accolades from professionals who have been championing more efficient and cost-effective client investment solutions.

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.

Contact Information

  • For more information on HAHN Managed ETF Portfolios,
    please contact: HAHN Investment Stewards and Company Inc.
    Robyn Graham
    Vice President, Institutional Services
    1 888 419 6715 x 307