Create Capacity. Fuel Growth.
Every advisor has the same 24 hours
Where you invest your time helps determine where your business grows.
calculate your growth potentialoutsourcing study
More Time. Stronger Relationships. Greater Growth.
The most successful advisors know that growth comes from focusing on the work that creates the greatest value. As advisors balance multiple responsibilities, investment management remains critical but can be one of the most time-intensive aspects of running a practice.
The 2026 Impact of Outsourcing Study reveals a clear pattern among advisors who outsource investment management: they gain back valuable time, use that time to strengthen client relationships, and ultimately position their practices for greater growth.
Explore the clock
How do you spend your time?
Hover over or tap a quadrant to learn more about each area.
Client time
Meet My Clients’ Needs
Spend more time understanding client priorities and providing advice that supports their evolving financial goals.
- Respond to changing client needs
- Provide more personalized guidance
- Improve the overall client experience
Strategic time
Deepen My Relationships
Build stronger connections that can increase loyalty, satisfaction and long-term client value.
- Increase meaningful client touchpoints
- Strengthen trust and transparency
- Encourage retention and referrals
Growth time
Grow My Business
Create capacity to pursue new opportunities, attract ideal clients and increase the value of the practice.
- Develop new client relationships
- Increase assets and revenue
- Focus on strategic growth initiatives
Administrative time
Run My Business
Manage the day-to-day work required to keep the business operating efficiently.
- Complete administrative tasks
- Manage processes and workflows
- Support ongoing business operations
create capacity
Meet My Clients' Needs
Time is one of the few resources advisors can never create more of. For many advisors, investment management activities can consume hours every week that could otherwise be spent meeting with clients, developing financial plans, prospecting, nurturing relationships, or working on strategic business initiatives.
When investment management responsibilities are outsourced, advisors gain capacity. Instead of spending valuable time researching managers, monitoring markets, trading portfolios, and overseeing day to day investment operations, advisors can focus on activities that directly support client engagement and business growth. The Impact of Outsourcing Study found that time savings remains one of the most meaningful and consistent outcomes advisors experience after outsourcing investment management.
AssetMark advisors save more time per week than non-assetmark advisors
AssetMark advisors report increased client relationship benefits
maximize client value
Deepen My Relationships
At the heart of every successful advisory practice is a strong client relationship. Clients expect more than investment management. They want guidance, education, planning, communication, and a trusted professional who can help them navigate important financial decisions throughout their lives.
When advisors spend less time managing investments, they can spend more time delivering those experiences. Outsourcing creates additional capacity for financial planning discussions, retirement conversations, estate planning coordination, client service, proactive outreach, and relationship building.
Calculate Your Growth Potential
Outsourcing empowers advisors to save time, grow assets, and deepen client relationships. Try the calculator to estimate the growth opportunity for your practice.
Scale operations
Run My Business
Successful advisors don't just manage investments—they manage businesses. From developing staff and refining workflows to improving operations and planning for future growth, running a successful practice requires time, focus, and the ability to think strategically.
Advisors who outsource investment management report meaningful operational benefits that help them run their businesses more efficiently and position their practices for long-term success. By streamlining operations and reducing administrative complexity, they can focus on strengthening the foundation of their business while preparing for future growth.
AssetMark advisors are more likely to realize staffing benefits than non-assetmark advisors
Advisors Experience Greater financial Benefits From Outsourcing at AssetMark Compared to Other Firms
capture more assets
Grow My Business
Growth is rarely the result of a single decision. More often, it is the outcome of a series of choices that improve efficiency, enhance the client experience, and allow advisors to focus on higher-value activities. Outsourcing creates those conditions by helping advisors dedicate more time to business development, client engagement, and strategic growth initiatives.
By gaining capacity and strengthening client relationships, advisors are better positioned to uncover new opportunities, consolidate held-away assets, and deepen existing client relationships. This creates a foundation for sustainable growth while enabling advisors to expand their practices without adding unnecessary complexity.
why outsource?
Make More Time for What Matters Most
Every advisor faces a simple challenge: there are only so many hours in a week. Portfolio construction, investment manager due diligence, market monitoring, trading oversight, reporting, rebalancing, and investment research all require significant time and expertise. While these activities are important, they often compete with the activities clients value most: planning, guidance, communication, and relationship building.
Outsourcing investment management allows advisors to leverage specialized expertise while focusing on the areas where they create the greatest value for clients and their business. Increasingly, advisors view outsourcing not as giving something up, but as gaining something more valuable: the ability to spend more time where they make the biggest impact. Throughout the study, advisors cited delivering better investment solutions, focusing on higher value business activities, improving consistency, and creating greater capacity for growth as key motivations for outsourcing. The results suggest those decisions pay off.
AssetMark Advisors' satisfaction with outsourcing investment management has increased
Frequently Asked Questions
By unlocking additional capacity, advisors can seize more opportunities for growth, scale, and efficiency. The time reclaimed through outsourcing investment management can be redirected to various high-impact activities, enabling advisors to:
Deliver a personalized investor experience
Strengthen client engagement and trust
Focus on capturing additional assets
Prospect new clients
Broaden service offerings
Scale efficiently and effectively
Streamline practice operations
Explore growth opportunities
Creating more capacity starts with having the right partner.
AssetMark helps advisors reduce the time and complexity of investment management by providing access to institutional investment expertise, turnkey portfolio solutions, trading and operational support, and technology designed to streamline day-to-day workflows. With these responsibilities supported by AssetMark, advisors can spend less time managing portfolios and more time focusing on financial planning, strengthening client relationships, running their businesses, and pursuing growth opportunities.
It's more than outsourcing investment management—it's partnering with a team committed to helping advisors create the capacity to deliver greater value to clients and build the practice they envision.
Outsourcing investment management gives advisors time back for what matters:
Strengthen Client Relationships: Advisors report stronger client relationships, improved retention, and greater success serving high net worth clients after outsourcing.
Create Capacity for Growth: More time and stronger client relationships can create opportunities to grow the business.
Access Specialized Expertise: Advisors can leverage dedicated investment professionals and institutional resources while maintaining ownership of the client relationship.
Offload Back-Office Tasks: Without the burden of operational and administrative complexity, advisors can focus on reinforcing the core of their business and uncovering opportunities for growth.
