Form ADV and Disclosures

Welcome to AssetMark! On this web page you are able to download another copy of the AssetMark’s Disclosure Brochures. These documents were delivered to you when you signed your account establishment paperwork.

Referral Model Disclosure Brochure

Platform Disclosure Brochure

If you selected a Third Party Individually Managed Account ("IMA") Investment Solution, you can also download each IMA Manager's Disclosure Brochure.

Clark Disclosure Brochure

William Blair Disclosure Brochure

Nuveen Disclosure Brochure

Parametric Custom Disclosure Brochure

Parametric Disclosure Brochure

Rochdale Disclosure Brochure

Eaton Vance Disclosure Brochure

If you selected an Individual Mutual Fund Advisory Service, you can download each Fund Prospectus below:

AQR Managed Futures Strategy HV Fund (QMHNX - Class N)

Altegris Futures Evolution Strategy Fund (EVONX - Class N)

DoubleLine Shiller Enhanced CAPE®

If you are unable to download these documents, please notify your Financial Advisor or call Advisor Services at 800 664.5345.

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