AssetMark president and CEO Charles Goldman rallys advisors to send comments to SEC in support of a single unifying standard. Read his Column

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An Advisor's Guide to Mergers and Acquisitions: How To Avoid Buyer's Remorse

10/05/2017

SVP of Strategic Initiatives Matt Matrisian reminds advisors that a successful merger or acquisition requires attention to details both financial and interpersonal. Read his Byline

AssetMark Launches Small Retirement Plan Platform

09/22/2017

SVP of Retirement Solutions Cathy Clauson speaks with Financial Advisor magazine about how our new retirement offering helps advisors serve small- to mid-sized business owners. Read the Article

AssetMark Retirement Services ThinkAdvisor

AssetMark Launches New Retirement Offering

09/08/2017

AssetMark Retirement Services helps advisors meet all of their clients’ retirement needs in a single solution that’s simple, flexible and competitive. Read the Article

Matt Matrisian Merger and Acquisition Checklist

Finding the Right Match When Selling Your Firm: A Checklist

09/05/2017

SVP of Strategic Initiatives Matt Matrisian shares his M&A checklist, plus some key insights for advisors looking to buy or sell a businesses. Read his Column

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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.

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

Our Investment Philosophy

Our updated Sailing and Rowing video features the same great information, but with a fresher look that incorporates our investment framework, Investing Evolved.

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Press Releases

AssetMark Receives Gold MarCom Award for Marketing and Communications Excellence

10/19/2017

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AssetMark Recognized by American Heart Association for Workplace Health Achievement

09/28/2017

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AssetMark Recognized as 2017 Bay Area Healthiest Employer

09/12/2017

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AssetMark Launches New Retirement Services Business for Financial Advisors

09/06/2017

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AssetMark Launches Smarter Account Setup: New Functionality and Enhancements will Cut Down on Administrative Tasks and Increase Advisor Efficiency

07/12/2017

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Latest Tweets @AssetMark

AssetMark @AssetMark • Oct 20

Our employees enjoy an opportunity for free 1:1 nutritional coaching w/ @KitchenOnFire. More on benefits & culture. https://t.co/uUdGctwZ4L

AssetMark @AssetMark • Oct 20

Q4 is here! Learn how we can help you measure, scale, & optimize your #business & drive toward 2018 #goals. https://t.co/BR1H3Sr6by

AssetMark @AssetMark • Oct 19

Chas Boyd and Dave Benfer, Jr. from our State College office enjoy #healthy snacks during a #wellness celebration. https://t.co/JY0IPnEQKh

AssetMark @AssetMark • Oct 19

Impact investing is on the rise. Here's what you need to know about this growing trend, via @wealth_mgmt https://t.co/y4XsO9bB0G

AssetMark @AssetMark • Oct 19

#Advisors sharing ideas for managing client emotions as they respond to what they see in the news & markets. #BehavioralFinance

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 $36 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.