Timely insights for you and your clients.

Jerry Chafkin

Jerry Chafkin on Investing Evolved

Hear why AssetMark developed the Investing Evolved framework, and how it can help keep investors invested during market turbulence.


Jerry Chafkin
Chief Investment Officer
AssetMark, Inc.



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Zoe Brunson

Has Your Investing Evolved?

Learn about AssetMark’s approach to portfolio construction in this video featuring Zoë Brunson. You’ll hear how AssetMark’s Investing Evolved approach is designed to make it easier for clients to remain disciplined and stay invested through all market cycles, up and down.


Zoë Brunson, CFA
Senior Vice President, Investments
AssetMark, Inc.


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Davin Gibbons

Investment Management

Read the latest commentary from Davin Gibbins on the COVID 19-sparked recession, in this client-approved piece. Learn how appropriately risked, prudently diversified portfolios remain key to guarding against extreme drawdowns and lost opportunities.


Davin Gibbins, CFA CAIA
Senior Vice President, Investment Strategies
AssetMark, Inc.


The Force is Strong

The Essence of Investment Management

Fee Waivers on Retirement Plans


AssetMark is waiving fees for retirement plan amendments associated with CARES Act provisions
and coronavirus-related distributions and loan setups through July 31, 2020. Call 800-716-3742 or email assetmark@EPICRPS.com.


We’re Here for You

The past few weeks have seen unprecedented market volatility as the market reacts to the coronavirus disease (COVID-19) and its impact on the
US economy. In times like these, your clients look to you for reassurance and perspective and we want you to know that we’re here for you too.

Tips to Stay Healthy and Safe
AssetMark's Business Continuity Plan
AssetMark's Information Security Plan PDF
AssetMark and third-party strategists and managers are separate and unaffiliated companies. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

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C20-15634 | 03/2020 | 03/31/2021

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