AssetMark, Inc.

Savos Investments, formerly known as Genworth Financial Asset Management, has been investing on behalf of clients for more than a quarter of a century. Savos, distinguished by a history of product innovation, manages strategies across a range of styles and objectives.

As dedicated stewards to the assets Savos oversees, the team embraces an investment philosophy grounded in assessing and navigating the fundamental drivers of risk and return in capital markets. Using both fundamental and quantitative techniques and strategies, the team leverages a range of research tools and a global network of institutional investment management firms for added insights and expertise, and is anchored with a uniquely keen focus on the complex issues of risk management.

Savos acts as both a portfolio strategist and discretionary manager on the AssetMark platform, offering portfolios consistent with targeted investment objectives.

Key investment strategies include:

GMS High Dividend – Seeks tax efficiency with diversified, highest conviction stock selections and an emphasis on dividend paying US large cap equities

GMS Global – Seeks tax efficiency with diversified, highest conviction stock selections and an emphasis on global equities

ARO Global – Seeks market opportunities across diversified asset classes with a choice of five risk targets

Preservation Strategy – Seeks positive returns across global asset classes with a focus on protecting assets in unpredictable markets

Fixed Income Solutions – Seek to help balance portfolios, provide income and, in some cases, deliver tax advantages

Contact us to learn more.