Innovative Investment Management

Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies.

Curated Investment Solutions

A Unique, Tested Approach to Investing

Our investment professionals constantly study the market to design responsive portfolios, select strategists, and vet and monitor third-party investment solutions. Through our unique Investing Evolved framework, we diversify our portfolios by both asset class and investment approach to construct portfolios that can adapt to markets, helping your clients stay on track toward their long-term goals.

Flexible Investment Support

Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. Choose from thoroughly researched investment solutions, custom solutions, or leave your firm’s investment management to us.

AssetMark’s Investment Management

Rely on researched, innovative investment solutions designed to address a spectrum of client profiles.

AssetMark’s Unique Approach to Investing

In our investing platform, we conduct research and ongoing monitoring, identify third-party investment solutions, and offer pre-built portfolios based on the Investing Evolved framework. With the diversification of asset classes and investment approaches at its core, the Investing Evolved framework supports portfolios that capture core market growth, take advantage of tactical opportunities, and mitigate risk through diversification.

A Background Check For Your Portfolio

AssetMark’s due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include in our investment lineup. Every quarter, we check in with our investment providers to assess their continued suitability, removing them from our lineup if appropriate. What’s more, we’ll keep you up to date with strategies’ strengths, weaknesses, trends, and performance through regularly published reviews.

Why Assetmark

Innovative Investment Solutions

You tailor advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your practice—whether that’s spending less time on business processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your practice, identify the path forward, and stick with you until you achieve your goals.

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.