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
    hoiuse

    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.

    Download The Guide
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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

    March 26, 2021

    How Financial Advisors Can Diversify Their Offering

    Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
    March 22, 2021

    Busting 3 Myths about Financial Advisor Client Communication

    Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...
    April 28, 2021

    How an End-to-End Asset Management Software Helps Advisors Focus on Their Clients

    For financial advisors, change is to be expected. Much of our work centers on responding to change—market fluctuations, ensuring positive change in clients’ lives,...