Berwyn, PA (November 20, 2018) – Archer®, today announced that it is now providing full operations support for registered investment advisor Palladiem LLC, including support for investment-strategy models and custom portfolios.
Palladiem is transitioning its entire book of business to Archer’s secure-cloud technology platform, with Archer providing full operations support. Palladiem will use Archer’s full suite of available outsourcing services, including portfolio accounting, trading, model delivery, account maintenance, and reconciliation. This will enable Palladiem’s portfolio managers to remain focused on developing investment strategy for the advisor market.
“Advisors are increasingly in need of customized but simply explained solutions for their clients,” said Don Robinson Palladiem CEO, “and it’s critical that our infrastructure be flexible enough to accommodate the broad array of investments and packages we use in our portfolios. We’re on the cusp of some important new opportunities, and we’re pleased to partner with Archer to enhance our operations infrastructure and to help us quickly launch new product sets.”
Bryan Dori, Archer CEO said, “We’re thrilled that our technology and services give Palladiem the expertise and flexibility they need. We’re proud to enable Palladiem’s vision for success with a scalable operating model and an agile platform from which to continue their growth.”
Archer is a technology-enabled services innovator for the investment management industry, providing a sleek technology platform and right-sourced operations services. Archer’s secure cloud-based platform simplifies the investment management process across channels, enabling operations efficiency and new product speed-to-market. Selective operations outsourcing from Archer provides investment managers the ability to control costs and manage risk while scaling for growth.
Palladiem LLC is an independent, employee-owned registered investment advisor that manages global, multi-asset class investment strategies, with an emphasis on alternative investments and active risk management. Known for its RisktelligenceTM approach, Palladiem deploys a multi-factor risk model to help investment advisors preserve and grow their clients’ wealth. Control, transparency, consistency, flexibility and scalability are delivered across nine investment strategies designed to provide income, exposure to alternative investments, or serve as an investor’s core portfolio.
For more information, visit palladiem.com.
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