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 the CDC 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.

We’re regularly updating 
content online and adding new online events and replays to our webinar series, including:

  • Market and strategist commentary
  • Guides on how to best connect with your clients
  • 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

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

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