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    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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    $84.6 Billion

    In platform assets as of June 30, 2021
    hoiuse

    196,000+

    Client households supported as of June 30, 2021
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    8,400+

    Advisors supported as of June 30, 2021
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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

    November 30, 2021

    5 Hidden Ways Your Technology May Be Holding You Back

    To meet clients’ expectations, you need integrated digital solutions that support your business end-to-end  For registered investment advisors, there's little question that...
    June 9, 2021

    7 Questions to Ask When Evaluating a TAMP (Turnkey Asset Management Platform)

    Maybe you find yourself providing services to clients that veer outside of your core specialization; maybe the list of things that you’d like to accomplish if only you had...
    June 30, 2021

    Financial Advisor Prospecting in the New Virtual Age

    The world is changing rapidly, but one constant that financial advisors can have faith in is that success depends on continued growth. Consistent growth, however, isn’t an...