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      Private Markets. Unlocked.

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      The investment landscape is changing. Hear how we're equipping advisors to deliver more resilient, personalized portfolios to meet their clients' financial and life goals.

      August 1, 2025 | CityWire AssetMark CEO Michael Kim Explains Private Markets Push The investment outsourcer is adding interval funds to its third-party fund platform and in-house discretionary strategies later this year.
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      July 30, 2025 | ThinkAdvisor AssetMark Moves to Expand Growth with RIAs, Private Markets AssetMark made two significant announcements with the hiring of a new RIA channel head and the unveiling of a strategic expansion into private market investments.
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      July 25, 2025 | FundFire AssetMark Scouts for Alts to Boost Model Portfolios, UMA AssetMark said that it plans to offer alternative asset classes, with new capabilities expected to launch in the fourth quarter.
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      July 24, 2025 | AssetMark AssetMark Announces Strategic Expansion into Private Markets AssetMark announced its upcoming expansion into alternative asset classes, with new capabilities expected to launch in Q4 2025.
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      July 24, 2025 | WealthManagement.com AssetMark to Add Private Markets Capabilities The TAMP provider will launch product enhancements in the fourth quarter to support the inclusion of private funds in discretionary accounts and UMAs.
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      June 27, 2025 | WealthManagement.com The WealthStack Podcast: Unlocking Private Markets with Michael Kim AssetMark's Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.
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      May 16, 2025 | Thinkadvisor Why Advisors Must Be Private Market Gatekeepers Lou Maiuri explores why advisors must help clients navigate the opportunities thoughtfully, recognizing both the upside potential and the distinct risks involved.
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      May 13, 2025 | Citywire Top AssetMark Gatekeeper Zeroes in on Interval Funds Amid Alts Expansion Zoe Brunson sees interval fund additions as the first step to integrating private markets onto AssetMark's platform.
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      March 6, 2025 | InvestmentNews Strategies for Mixing Public and Private Assets in a Portfolio David McNatt and Gregg Greenberg discuss the optimal strategy for mixing publicly traded stocks with alternatives in a portfolio.
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      March 5, 2025 | Wall Street Journal Want to Invest in a Private Company? All It Takes Is $5,000 Two marketplaces for trading shares in high-risk, high-reward companies are lowering investment minimums.
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      February 5, 2025 | Citywire AssetMark's Top Gatekeeper Eyes Private Markets Expansion Zoe Brunson, chief investment strategist at AssetMark, is searching for ways to integrate private markets into the firm's rec list.
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      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.
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      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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