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The Ultimate Guide to Investment Management Outsourcing for Financial Advisors

Outsourcing investment management can be a game-changer for independent financial advisors. By working with an investment outsourcing partner like AssetMark, you can streamline your operations, free up valuable time, and focus on high-impact activities such as client relationship management, lead generation, and strategic growth.

The 2024 Impact of Outsourcing study showed that advisors using TAMPs (Turnkey Asset Management Programs) like AssetMark save an average of 11 hours per week—time that can be reinvested in nurturing new leads, enhancing client experiences, or even spending more time with family. This guide will explore how outsourcing with AssetMark can help you achieve your ultimate goal, whether it is scalable growth, providing specialized expertise, or enhancing your overall client experience without the operational burden of in-house investment management.

Greater ability to reallocate time for business building

Advisors who primarily leverage TAMPs report saving 11 hours on average per week, while advisors who rely mainly on broker-dealers report saving nine hours per week, and those who primarily use model providers report saving eight hours per week.

Why Investment Management Outsourcing?

Managing investment portfolios in-house is time-consuming and requires extensive expertise in both traditional and alternative investment strategies. No one person can be an expert in all areas, and the time it takes to research, strategize, and oversee a diversified portfolio can strain an advisor’s valuable resources. By outsourcing, advisors can ensure portfolios are expertly managed without having to be the sole subject-matter expert. Instead, advisors can focus on growing their practice and building client relationships. 79% of advisors who outsource report experiencing growth in personal income, freeing them to attend to their focus areas of choice.

Greater impact on advisor income

Advisors who mainly use TAMPs are also more likely to say they have experienced a significant increase in personal income due to outsourcing.

Key Benefits of Investment Management Outsourcing with AssetMark

Scalability Without Added Overhead

AssetMark allows you to scale your practice seamlessly. With our support, independent advisors and firms can handle more client needs without hiring additional full-time staff or investing in costly infrastructure. Our investment management solutions enable advisors to expand services and acquire new clients without overextending internal resources.
When your practice grows rapidly, in-house management can lead to inefficiencies and missed opportunities. By outsourcing with AssetMark, advisors gain operational support that helps them meet client demands while remaining focused on revenue-generating activities.

Access to Specialized Expertise

Outsourcing investment management with AssetMark provides advisors access to a team of specialized experts with in-depth knowledge of traditional, new, and alternative investments. This collaborative approach ensures that clients receive well-rounded, high-quality portfolio solutions without the advisor needing to master every investment category themselves. 98% of outsourcers report delivering better investment solutions to their clients.

In addition, working with a firm like AssetMark, allows advisors to stay updated on market trends, regulatory changes, and investment opportunities without sacrificing their own time. AssetMark’s team brings this expertise directly to your practice, strengthening your value proposition to clients.

Enhanced Client Experience and Retention

A better client experience directly correlates with improved retention rates. The Outsourcing Study conducted in 2024 found that 93% of advisors who outsourced with AssetMark reported stronger client relationships as a result. With the time saved, advisors can dedicate more attention to personalized client interactions, proactive service, and even building relationships with the next generation of clients.

By offloading portfolio management, advisors can focus on elevating the client experience, nurturing generational relationships, and deepening trust. This allows for a higher-touch service model, which drives client loyalty, referrals, and long-term retention.

• 91% of AssetMark advisors report increased client retention versus 84% of those who outsource with other providers.

• 81% of AssetMark advisors cite an increased ability to attract/serve HNW clients ($2M+) versus 74% of those who outsource with other providers.

Cost Efficiency and Flexibility

Outsourcing, in general, lowers costs and enhances flexibility. Outsourcing with AssetMark is even more cost-effective than outsourcing elsewhere. Instead of incurring the expense of full-time salaries, benefits, and ongoing training, working with AssetMark allows for better cost control. It ensures that investments are allocated where they make the most impact.

AssetMark’s investment platform solution also comes with industry-leading technology and resources that can be costly to acquire independently. By leveraging our established infrastructure, advisors benefit from a comprehensive suite of services without the financial burden of creating or managing these solutions in-house.

• 90% of AssetMark advisors report higher business valuation compared to 85% of those who outsource with other providers.

• 71% of AssetMark advisors have reduced the number of staff needed for portfolio design and management versus 60% of those who outsource with other providers.

When Is the Right Time to Outsource? Is It Right for My Practice?

The decision to outsource often comes down to whether certain tasks limit your growth and take away from client relationships. If you spend more time on non-core functions than serving clients, it may be time to explore outsourcing with AssetMark. Outsourcing is ideal for advisors who want to focus more on client engagement and less on operational tasks. Here are some indicators that outsourcing investment management might benefit your practice:

You’re Spending Too Much Time on Non-Core Activities: If administrative and management tasks consume your day, outsourcing could free up valuable time for client interactions.
You Need Specialized Expertise: If your clients require complex portfolio solutions that exceed your in-house capabilities, partnering with experts can enhance the services you offer.
Cost Management Is a Priority: Outsourcing is often more cost-effective than hiring full-time specialists for portfolio management functions.

Choosing AssetMark as Your Outsourcing Partner

Selecting the right outsourcing partner can significantly impact your success. AssetMark provides flexible, customizable solutions for advisors looking to maximize client satisfaction and operational efficiency. Here’s why we’re trusted by thousands of advisors:

Customizable Solutions: Every advisory practice is unique, and our investment consulting services tailor solutions to meet your and your clients’ specific needs.
High Client Satisfaction: With high NPS scores and positive advisor testimonials, AssetMark has a proven track record of delivering exceptional service and results.
More than a TAMP: We are invested in your growth. Our top-notch Business Consulting team is there to assist you every step of the way, guiding and partnering with you to ensure you achieve your practice and personal goals.
- 90% of AssetMark advisors report higher personal income versus 78% of those who outsource with other providers.
- 93% of AssetMark advisors experience growth in total assets compared to 87% of those who outsource with other providers.

Future-Proof Your Practice with AssetMark’s TAMP

The financial services landscape is evolving, and clients now expect more from their advisors, including comprehensive and tech-enabled services. AssetMark helps you meet these demands without spreading yourself too thin. Our TAMP solutions allow you to provide holistic financial planning, offer investment expertise, and grow your practice while keeping your time and resources focused on building client relationships.

With AssetMark, you can achieve scalable growth, enhance client relationships, and ensure long-term success for your practice. Let us handle the investment management details, so you can focus on what matters most: delivering exceptional advice and building lasting client connections.

Ready to Elevate Your Practice?

With AssetMark, you’re not only outsourcing investment management but also investing in a partner dedicated to helping you thrive. From portfolio management to client engagement, AssetMark enables you to grow your business confidently and focus on what truly matters—building relationships, achieving client goals, and shaping your practice’s future.

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7366376.1 | 11-2024 | EXP 11-21-2026