Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
We know how to address advisors’ most pressing needs because we’ve been faced with those needs before. At its core, AssetMark is made up of committed individuals with deep experience in the financial services industry, specializing in:
Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as PortfolioEngine and Guided Portfolio Solutions—we’ve pushed the boundaries of what a third-party asset management platform (TAMP) can be.
Nothing is more important to us than the trust advisors place in us to secure their clients' financial futures. We're dedicated to the security of the data we manage, with comprehensive programs and practices in place to protect you from the possibility of business disruptions due to cybersecurity threats, power outages, natural disasters, or other events.
AssetMark has comprehensive information security and business continuity programs in place, that are regularly reviewed and tested so we can continue to serve our clients no matter what.