Keep Your Investors Informed
Investors come with varying levels of sophistication; let AssetMark support your educational efforts.
Why Investors Trust AssetMark
$108.9 Billion
In platform assets as of December 31, 2023
254,000+
Client households supported as of December 31, 2023
9,300+
Advisors supported as of December 31, 2023
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
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