Keep Your Investors Informed

Investors come with varying levels of sophistication; let AssetMark support your educational efforts.

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Why Investors Trust AssetMark

Your investors can rest easy knowing their assets are in good hands.

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$67.3 Billion

In platform assets as of September 30, 2020
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182,000+

Client households supported as of September 30, 2020
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8,400+

Advisors supported as of June 30, 2020
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Investor Education

Clarify Your Clients’ Futures

Your clients will appreciate your hard work all the more if they understand why you’ve made the decisions you make, your strategies and how you’re managing their wealth. AssetMark’s consultants can help guide your client communication efforts to ensure that they understand the value of your work in its fullness. What’s more, our portfolio solutions empower you to develop robust visualization and reporting to help communicate how different allocations, market conditions, strategies and more impact your clients’ long-term goals.

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White-Label Content

Explain Your Role

We offer white-label educational content that establishes the value of a financial advisor and how you can make an impact in your clients’ lives. Don’t spend your time convincing potential investors of your value; rather, add your branding to our white-label content and let AssetMark deliver compelling educational collateral for you.

0 % currently invest in stocks, bonds, retirement (401(k)), etc.
0 % would meet with a financial advisor to talk about their investment potential
0 % don't invest currently because they don't know enough to start

Get Your Investors Up to Speed

We recently surveyed 2,100 Americans to understand their attitudes towards investing. Almost half would meet with a financial advisor, but don't know where to start. Our free guide, “Investing Essentials: 10 Common Investment Terms to Keep in Your Back Pocket,” serves as the perfect primer for a potential client that’s new to investing. Our guide explains the most common investing terms to help clients get started and get comfortable navigating their investments.

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Why AssetMark

We Put Your Clients First

You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect a partner to play the same role? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning or administrative support, we’ll ensure your clients are taken care of.

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AssetMark Blog

November 10, 2020

Opportunities for Advisors Abound Despite Market Impact of COVID-19

Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes...
December 11, 2020

Rethinking Your “Giving Season” Philosophy

As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even...
December 28, 2020

5 Tips to Grow Your Practice When You’re Feeling Overwhelmed

Your clients have placed their financial future in your hands—that's a serious responsibility. In order to provide the level of service your clients deserve, you need to...