AssetMark, Inc.

AssetMark Trust Company

AssetMark Trust, an affiliate of AssetMark, Inc., serves more than 75,000 investors and financial advisors in the highly specialized field of wealth management. Unlike some companies that primarily work with institutions, we're exclusively focused on investors working with independent advisors. In fact, we were created in 1994 as an integrated part of an overall investment service specifically to meet the needs of investors and advisors.

By choosing AssetMark Trust as your custodian, you'll benefit from:

  • A history of administering some of the most innovative wealth management solutions in the industry
  • Financial strength and capital reserves in excess of requirements, including extensive insurance coverage
  • Talented, energetic associates and a "culture of service" that sets our organization and our people apart
  • An uncompromising internal control structure built on comprehensive risk management policies and rigorous oversight