Why Service Still Matters — and Always Will at AssetMark 💙

In a world that’s racing toward automation, speed, and scale, there’s something quietly powerful about simply showing up for people.

At AssetMark, we believe service is more than a function—it’s a relationship. And it’s the heartbeat of everything we do for the financial advisors we serve.

Here’s what service looks like to us:

We genuinely obsess over our clients.

Not just as professionals, but as people. Your goals, challenges, and wins matter to us. Deeply. We listen, we care, and we move with purpose—because your success is personal.

First-Year Success isn’t a milestone—it’s a mission.

We pour everything into ensuring your first year with us is seamless, supported, and strong. The right foundation and intentional focus on your goals can change everything, and we take that responsibility seriously.

Responsiveness is a sign of respect.

You shouldn’t have to chase for answers. We respond quickly, thoroughly, and thoughtfully—because your time matters, and so does your trust.

We streamline where it counts.

Our Straight-Through Processing means fewer delays, less frustration, and more time for what matters most: serving your clients.

We lead with heart.

Behind every call, email, or process is a team that truly cares. We show up with empathy, humanity, and a genuine desire to help—not because we have to, but because it’s who we are.

This is what makes service a true differentiator at AssetMark. Not perfection, but presence. Not transactions, but trust.

We’re proud of the way we serve—and honored by the advisors who choose us.

7914627.1. | 04/2025 | EXP 04/30/2027