Take advantage of year-end meetings to deepen your engagement with clients by going beyond the typical perennial topics. AssetMark Chief Client Officer Michael Kim has a checklist to help you take your meetings to the next level. Read his Article

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A Hybrid Approach to Enhancing the Advisor-Investor Dynamic

11/15/2018

Many investors want to access financial advice from a trusted advisor and via digital resources. SVP of Strategic Initiatives Matt Matrisian explains how this approach can help you scale and differentiate your business. Read his Article

Retirement Planning for Business Owner Clients

09/06/2018

SVP of Retirement Solutions Cathy Clauson provides a road map for advisors to deliver more value to small business owner clients and their employees by offering retirement planning services. Read her Article

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Three Revenue-Generating Rules for Creating a Client-Centric Culture of Service

08/29/2018

Operations and service departments are often viewed as cost centers. But Chief Operating Officer Carrie Hansen shows three steps for transforming these departments into a revenue stream. Read her Article

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Solidify Client Relationships in Volatile Times by Overcommunicating

08/06/2018

Chief Client Officer Michael Kim explains four simple strategies to help you offset the psychological impact of market volatility and "breaking news" noise on your clients. Read his Article

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Featured Videos

Designed to help you get up to speed quickly on industry best practices, these videos highlight our executive team’s thinking on practice management, client relationships, investment management excellence and relevant market news and trends.

Why Practice Management

Featuring: Matt Matrisian

Learn how AssetMark helps advisors build sustainable businesses that maximize growth and optimize operations.

AssetMark Company Overview

A Foundation Built on Due Diligence

Featuring: Zoe Brunson

Learn about our five-part process that we use to evaluate the investment managers and strategists.

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These videos are for informational purposes only and should not be considered a solicitation to invest in certain securities. Individual investors should consult with their financial advisors to determine if the advisory services available through the AssetMark platform are suitable.

Press Releases

Natalie Wolfsen, EVP, Chief Solutions Officer at AssetMark, Elected to Certified Financial Planner Board of Standards' Board of Directors

12/14/2018

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AssetMark to Open New Office Location in Atlanta

12/04/2018

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AssetMark Unveils WealthBuilder, a Dynamic Online Investment and Planning Experience, and Updated Investor Portal for Online Account Access

11/13/2018

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AssetMark Wins 2018 WealthManagement.com Industry Award for Corporate Social Responsibility/Diversity Initiatives by Technology Providers

09/19/2018

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AssetMark Recognized as 2018 Bay Area Healthiest Employer Finalist

09/07/2018

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AssetMark

Financial Services
501-1000 Employees

AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.

Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor's vision for working with clients and growing their practice.

AssetMark, Inc. has more than $47 billion in combined assets on its platform and a history of innovation spanning over 20 years.

AssetMark's social media posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices. AssetMark's social media programs may follow others and/or share, link to, or "like" third-party content or the content of other social media users. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view.