Palladiem, LLC, has engaged Market Street Advisors to provide technology and operational support for their multi-asset class investment strategies. Palladiem will use Archer MSA for its managed accounts’ technology solution. For middle and back office support, they will also employ MSA Ops outsource services from Market Street Advisors.
Increased interest in the company’s technology and service solutions led to the addition of Joe as a Director of Business Development. Heather’s industry experience and knowledge of Archer MSA will help support a growing client base and their dynamic needs in her new role as a Strategic Relationship Manager.
"...it is our persisting vision that the investment advisory platform must have the ability to support services that range from the needs of a consumer with $50,000 invested in an ETF portfolio, the private wealth manager focusing on tax management, and the most sophisticated institutional investor. This is immediately feasible and can be efficiently delivered with current technology, but is a long way from universal adoption—primarily because of legacy architecture."
"With one open-relational database underlying its platform, Market Street Advisors supports both MDA sleeves and individual accounts, all from a single login. This is the essence of Market Street Advisors’ unified managed account platform—Archer MSA."