The future of wealth creation is here, opening doors to previously inaccessible opportunities.
Value creation often occurs before companies reach public markets. By the time retail investors can gain access through IPOs, substantial appreciation has already taken place—captured by early private investors.
AssetMark's private market solutions help bridge this gap, providing earlier access to growth trajectories that were previously unavailable to most investors.
AssetMark is here to help guide advisors and their clients into this new era of wealth strategy — with education, platform access, and support every step of the way.
Seamless Access: easy access to private market investments through the same interface advisors already use
Rigorous Due Diligence: private market opportunities undergo institutional-grade scrutiny to mitigate risk
Comprehensive Education: extensive training materials, client-facing collateral, and ongoing support to incorporate private markets
Lowered Barriers: accessible minimum investments and streamlined paperwork allow unobstructed private markets participation
IMPORTANT INFORMATION ABOUT THE RISKS OF INVESTING IN PRIVATE ASSETS
This material is for informational purposes only, it is not an offer, solicitation, or recommendation to buy or sell any particular investment or investment strategy, and should not be considered investment, legal or tax advice. Investors seeking personalized guidance or more information should contact their financial advisor.
Investing in private assets, which are accessed through private markets, involves significant risks, including the risk of complete loss.Past performance does not guarantee future results. There is no assurance that private asset investments will achieve their stated investment objectives.
Private asset investments are often illiquid, meaning an investor's ability to sell may be limited for extended periods of time. Investors with a future need for liquidity, i.e., access to cash, should carefully consider if private asset investments are appropriate for their particular financial situation.
Investing in private markets is intended for experienced and knowledgeable investors who are able to bear the risks of the investments. Financial advisors should conduct a due diligence review of private asset investments to determine if they are appropriate for their client's financial circumstances, including goals, risk tolerance, and overall portfolio objectives.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
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