Keep Your Clients’ Assets Safe
AssetMark Trust provides secure custodial and recordkeeping services for your clients’ assets—all integrated with the AssetMark platform.
PEACE OF MIND
Security and Reliability for Your Clients’ Needs
AssetMark supports the needs of independent financial advisors and their clients, including trust and custodial services. Through AssetMark Trust Company, we provide secure, reliable, and flexible supervision of your clients’ assets. Financial advisors remain the primary point of contact and manage their clients’ trust assets as needed, and gain peace of mind knowing their clients’ assets are safe and secure in the hands of dedicated professionals.
Cash Advantage Checking and Lending
Cash Advantage Checking and Lending
AssetMark Trust’s services provide your clients competitive interest rates on securities-backed lines of credit; interest-bearing checking accounts linked directly to investment accounts; and an easy application process for all services.
Streamlined Recordkeeping and Reporting
We’ll handle administrative tasks like recordkeeping and reporting on assets to beneficiaries and tax authorities so you can keep your focus on your client and their needs. We’ll provide easy-to-read statements and tax reporting—all accessible online, reducing paper waste, and simplifying document management.
Complete Asset Protection
Serve as your clients’ primary point of contact and manager of trust assets when choosing AssetMark Trust as the custodian of your clients’ assets. If your practice needs to safeguard assets across several client generations, you can easily implement successor trustee language that ensures trust assets are treated in line with your clients’ wishes.
Dedicated Service and Support
We’ll work with you to understand your clients’ needs and deliver trust/custodial services that truly address those needs. If you or your clients have questions about their trust assets, just reach out to us; we’re always happy to help.
FULLY INTEGRATED
Integrated into the AssetMark Platform
Accessing and managing custodial services shouldn’t be a difficult or confusing task. We’ve integrated AssetMark Trust’s services directly into the AssetMark platform, making it a seamless and intuitive experience to evaluate accounts, manage assets, and leveraging the capabilities available on the AssetMark platform.
CASH SERVICES
Cash Solutions
AssetMark Cash Solutions provide a lineup of cash accounts and short-term investments designed to help you customize the right solution for your clients’ unique needs in terms of safety, liquidity, and competitive returns. Get the professional expertise, dedicated support, and robust resources you need to help you personalize a cash management proposal for your clients.
