For more than 20 years, AssetMark has been dedicated to making a difference in the lives of our advisors and their clients. Right now, we’re facing a truly unprecedented situation as both the country and the world go into full swing to fight the spread of COVID-19.Our hearts go out to those families who have been impacted by the virus, either directly or indirectly.We have been so inspired by stories from advisors about how they’re helping investors stay focused on their goals even in the most uncertain times.
During this difficult period, our commitment to our clients remains steadfast. We have implemented policies and preventative measures to ensure our community stays safe so that we can continue to provide high-quality service, including:
Cancelling live events and eliminating all business travel unless it’s absolutely required and approved by senior management
Requiring all employees to work from home and providing them the necessary technology and infrastructure to mitigate business disruption and to maximize their success
Implementing new technology tools to help employees stay connected and be productive from home
Taking action and implementing theCDC recommendations, and reminding employees to wash their hands, avoid touching other people or surfaces
In addition to keeping the AssetMark family safe, we’re focused on providing the best information, top-notch investment and consulting solutions, and holistic investment and practice management tools so our advisors can focus on what matters most: helping their clients through this volatile period and positioning them to achieve their short- and long-term financial goals.
Webinars, videos, and virtual events in place of in-person events
I know these are unprecedented times, but slowing the spread of this virus is possible if we continue to act together. On behalf of everyone at AssetMark, I want to thank you for your commitment to keeping your communities safe and working together during these tough times.
Charles Goldman is President and CEO of AssetMark, Inc., a leading independent provider of innovative investment and consulting solutions serving financial advisors. Prior to joining AssetMark, he was a senior advisor to Bain & Company and several private equity firms focused on the financial services space. He has been featured in The Wall Street Journal, Barron's, Bloomberg, InvestmentNews, RIABiz, Financial Advisor magazine, Financial Advisor IQ, and WealthManagement.com.
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.