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Unlock the knowledge to navigate private markets with confidence—explore research, case studies, and FAQs designed to empower advisors and their clients for the next era of investing.

Advisor Insights Report

The 2025 AssetMark Advisor Insights: Private Markets Report shows client demand for diversification, exclusivity, and inflation protection is accelerating adoption, and advisors are preparing to meet these expectations. read the report

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The Next Frontier in Managing Wealth

Private markets have long fueled many of the world’s most successful companies. We are entering a new age of access. Participating in private markets isn't just a forward-thinking strategy—it's the next frontier in managing wealth. read the paper

FAQs for Advisors to Use with Their Clients

Learn more about what are private markets, how they differ from public markets, which investors are and are not suited for these investments, and more. review the FAQs

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.

Security and Privacy Forms and ADV Terms and Conditions

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.