Keep Your Investors Informed
Investors come with varying levels of sophistication; let AssetMark support your educational efforts.
Why Investors Trust AssetMark
$180 Billion
In platform assets as of June 30, 2026
340,000+
Client households supported as of June 30, 2026
10,000+
Advisors supported as of June 30, 2026
Investor Education
Clarify Your Clients’ Futures
Your clients will appreciate your hard work all the more if they understand why you’ve made the decisions you make, your strategies and how you’re managing their wealth. AssetMark’s consultants can help guide your client communication efforts to ensure that they understand the value of your work in its fullness. What’s more, our portfolio solutions empower you to develop robust visualization and reporting to help communicate how different allocations, market conditions, strategies and more impact your clients’ long-term goals.
White-Label Content
Explain Your Role
We offer white-label educational content that establishes the value of a financial advisor and how you can make an impact in your clients’ lives. Don’t spend your time convincing potential investors of your value; rather, add your branding to our white-label content and let AssetMark deliver compelling educational collateral for you.
How Does AssetMark Approach Portfolio Construction?
Outsourcing your investment management provides you with the time to focus on your core competencies. When outsourcing your practice’s investment management to AssetMark, your clients’ gain access to portfolios constructed based on their risk tolerance and diversified not just by asset class, but also by investment approach.
Why AssetMark
We Put Your Clients First
You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect a partner to play the same role? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning or administrative support, we’ll ensure your clients are taken care of.
Recent Insights
AI Should Make Advice More Human
Clients trust AI-assisted advice more when an advisor verifies it. See how AssetMark uses AI to prepare clearer, more confident client conversations.
Capitalize on High Net Worth Client Migration
Learn how advisors can respond to high-net-worth client migration by supporting complex planning needs, service consolidation, and next-gen relationships.
Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
High net worth clients are on the move—and the advisors winning their business provide more than investment management. Discover how AssetMark’s Tax Management Services and Private Markets solutions help advisors deliver the holistic, personalized experience HNW clients are actively seeking.