Bringing you live news and features since 2006 

Siebert Financial and Palladiem launch Siebert Investment Advisors


Siebert Financial has formed Siebert Investment Advisors (SIA) which, under a service arrangement with Palladiem, will provide an array of customised investment products and services to clients.

Suzanne Shank, acting CEO of Siebert Financial, says: "The introduction of an investment management division at our firm is a major step forward in our mission to build upon the stellar legacy of integrity and sound business practices established by our founder, Muriel "Mickie" Siebert. Over the years, many of our clients expressed a strong interest in an advisory option. As we considered ways to continue Mickie's legacy of innovation, while broadening our relationships and engaging more deeply with our clients, investment management was a clear area for expansion."
Palladiem, with USD838 million in client assets under management, was founded in 2011 by the former senior management team of Lockwood Advisors who have an average of 25 years' industry experience.
"We are honoured and delighted to be selected by the Siebert team as a partner, along with Brinker Capital, in the new formation of Siebert Investment Advisors. We are also excited to be part of extending the legacy that Muriel Siebert built and look forward to working together with our new partners and serving their clients as we take the entire partnership to the next level,” says Don Robinson, Palladiem CEO.
SIA will provide access to Brinker Capital's Destinations Mutual Fund Wrap Program, which offers asset allocation strategies targeting specific investment objectives. Brinker Capital is an investment management firm with USD16.6 billion in client assets under management. It has provided customised investment products and services to high net-worth individuals, employers, institutions and foundations for more than 27 years.
"My partners and I hold SIA's founders in very high regard, and have found them to be highly motivated, ethical and client-focused investment professionals. Our partnership reflects not only our respect for their franchise, but also an alignment with a firm whose culture and principles mirror that of our own,” says Noreen D Beaman, Brinker Capital CEO.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by