Elevate Your Practice

Strategies for every goal

A Unique, Tested Approach to Investing

At AssetMark, our goal is to support your investment philosophy and help you construct portfolios that align with your clients’ long-term goals of growth, risk management, and long-term financial stability. We will be transitioning and supporting the EA investment strategies in addition to providing you with a framework that empowers you to build tailored, multi-strategy solutions with confidence, knowing the managers you select have met our award-winning due diligence standards. This leads to portfolios that both you and your clients can believe in.

Our platform brings together a diverse range of solutions, including institutional and boutique investment managers, strategic and tactical allocation approaches, and both passive and active management options. What’s important is the three main roles that strategies play in a diversified portfolio:

1. Core Markets: Multi-asset strategies that provide exposure to growth in domestic and global economies. The Efficient Advisors investment solutions will be available as a “Core Markets” offering.
2. Tactical Strategies: Typically, single asset class strategies that provide additional sources of return or income through active management.
3. Diversifying Strategies: Strategies that tend to move differently to equity markets to diversify equity market risk.

Achieving strong investment returns is just one piece of the puzzle. It’s equally important to protect and make the most of those gains over time. That’s where AssetMark’s Tax Management Services (TMS) can help. TMS works to enhance after-tax returns with a systemized approach that looks for tax optimization every day. Seamlessly integrated into your investment strategy, TMS can help you keep more of what you earn.

Learn more about AssetMark’s Tax Management Services

Scalable, Personalized Service

Experience Service Excellence with AssetMark

Delivering extraordinary experiences goes beyond support—it’s about our unwavering obsession with your success. Our dedicated team acts as an extension of your business, providing fast, reliable, and personalized solutions. AssetMark’s top-tier support is proven by our Net Promoter Score of 73, especially compared to the financial services industry average of 7.

Our people are what truly make the difference. With dedicated Relationship Managers and responsive eService Specialists, you’ll have a team of experts focused on exceeding your expectations. Advisors consistently rank our exceptional service and seamless operations as the leading reason they choose and recommend AssetMark. Here’s why:

• 85% of calls are answered in 20 seconds
• 99% of transactions are processed flawlessly
• 100% of accounts opened within 24 hours

Handling everything from routine tasks to complex transitions, here’s how we ensure every stage of your practice runs smoothly:

• Step-by-step client guidance for completing requests
• Timely updates on request progress
• Assistance with tax packages and filings
• Support with broker-dealer transitions
• Account management support after a client’s passing
• Custom reporting

See why service matters at AssetMark and how we obsess over our clients

Ready to Grow Your Business?

You’re More Than a Financial Advisor

Your clients turn to you for a range of financial needs, all so they can spend less time focusing on their finances and more time living the life they envisioned.We can do the same for you.

Planning, staffing, business development ideas, and more – AssetMark’s business consultants help you pinpoint the needs of your business to achieve your goals and reach new heights. Our personalized approach offers you what you need, when you need it, including:

• Business Strategy & Planning: Understand your firm’s value, improve your business, and reach your goals; create and implement a transition plan for your practice.
• Client Experience & Operations: Streamline your process, scale your business, and deliver on your promise to clients.
• Marketing Your Business: Refine your value proposition, create a marketing plan, and attract your target client.
• Empowering Your Team: Attract the right talent, build your team and plan for their career success.

From events that encourage professional development to one-on-one support from our business consultants to workshops and a library of resources, AssetMark is dedicated to helping you meet your goals.

Learn more about Business Consulting at AssetMark

Compelling Digital Solutions

Transform the Client Experience

Elevate the client experience and streamline administrative tasks with AssetMark’s digital solutions, all designed to help you and your business succeed. Our comprehensive advisor portal, eWealthManager^®, puts the technology, data, and powerful capabilities you need right at your fingertips, such as:

• The Advisor Dashboard: real-time insights across your clients, accounts, and business; fully customizable
• The Evidenced Based Diagnostic Report (EBDR): this important Efficient Advisors portfolio comparison tool will be migrated and supported to continue to enable your prospecting and business development processes
• AssetMark PortfolioEngine^®: create, compare, and plan with multi-strategy portfolios, advanced analytics and data visualizations
• Portfolio Review and On-Demand Reports: conduct engaging virtual or in-person reviews and create professional, branded proposals
• Investor Portal and AssetMark Mobile: secure and convenient access for clients to track investments, via web and mobile app

AssetMark’s integrated, open-architecture platform can help you transform your practice, manage your clients’ portfolios, run your business more efficiently, and build and strengthen client relationships.

Learn about the capabilities of AssetMark’s one-stop online portal

Capture Your Share

Expand Your Business With Retirement Services

Retirement planning is a key opportunity to grow your practice and deepen client relationships. Whether you’re just getting started or enhancing your existing offerings, AssetMark’s flexible platform provides you with the tools and support to succeed:

• Curated Investment Options: Offer professionally managed portfolios, including socially responsible and target-date funds, to meet a range of financial goals.
• Fiduciary Protection: Reduce your liability with our ERISA 3(38) investment management services and due diligence support.
• Customizable Plans: Design solutions aligned with your clients’ unique goals, employee demographics, and tax strategies.
• End-to-End Support: From plan design to participant presentations, our dedicated team is with you every step of the way.

We’ll help you understand and choose a plan for your business clients.

ready to get started? Download the retirement services brochure

Exclusive Opportunities

Connect. Learn. Grow.

At AssetMark, we are dedicated to supporting your growth and creating impactful, community-building experiences. Whether you’re just starting out, scaling your business, or preparing for a sale, our events are designed to provide valuable insights and relevance at every stage of your journey. We offer a full range of events, such as:

• Premier Advisor Meetings: network with peers and senior leadership; learn insights from key strategists, market perspectives, and the AssetMark platform
• Investment Mastery: gain investment knowledge and portfolio construction skills with hands-on guidance from industry experts (2-day program)
• Leaders’ Summit: connect with enterprise leaders, share best practices, and hear expertise on business development (2-day program, invitation only)

…and many more unique opportunities to connect with your advisor community. Watch the video on the right to see why attendees rank our events 9 out of 10 and would attend again.