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      Service and Consulting Tailored to Your Needs

      Whatever your needs— business consulting, technical support, or a community of peers to connect with—AssetMark is there to help.

      Request A Consultation
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      Expect More

      Your Success Is Our Success

      You deserve the same commitment to quality service that you provide your own clients. With AssetMark, you’ll gain a team of experienced professionals dedicated to your success. Rely on a coordinated ensemble of field professionals, operations and service support teams, as well as specialty teams such as business management consultants, investment specialists, and retirement services consultants.

      Experience a Different Kind of Service

      You deserve more from a third-party provider than just a vendor relationship. AssetMark functions as an extension of your team, ready to deliver personalized, scalable service as soon as it's needed.

      AssetMark’s Service and Sales Support

      Streamline your business, optimize your processes, and enable the best service you can deliver.

      Business Consulting
      Culture of Service
      Due Diligence
      Business Consulting

      You’re More Than a Financial Advisor

      You’re a business owner. With guidance from AssetMark’s business consultants, you’ll gain new insights and knowledge to optimize your business processes, reduce your administrative burden, and ultimately enhance your service offering.

      Try The Business Assessment Tool

      • Discover

        We gather details about your business, team structure, services, and goals by guiding you through our Business Assessment Tool.

      • Analyze

        We’ll establish benchmarks and a valuation range for your firm and identify opportunities or risks using our Value Maximization Index. We work together to create your business strategy and improvement plan, determining where to focus your efforts with key performance indicators (KPIs).

      • Implement

        Working with your business consultant, access the tools, resources, and support to implement your action plan based on priorities you’ve identified.

      Culture of Service

      You’re Not Alone

      AssetMark’s culture of service means that we don’t leave our clients to solve their own problems—we offer help for all of your challenges, no matter how complex or unique. Whether it’s technical support, marketing and brand development, client onboarding, professional guidance, or any other need, AssetMark will be there to deliver service that addresses your most-pressing concerns.

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      Due Diligence

      Thoroughly Vetted Solutions

      Our due diligence team selectively identifies strategists for our platform and regularly monitors the investments they manage. We look for value-added strategies that complement the offerings on our platform; experienced, tenured teams; repeatable investment processes; and other, key markers of a successful investment strategy. If a strategist fails to meet our rigorous standards—we remove them from our platform.

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      Why Assetmark

      Personalized Service and Consulting

      You tailor advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your business—whether that’s spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals.
      Request A Consultation
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      Security and Privacy Forms and ADV Terms and Conditions

      AssetMark, Inc. ("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 is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

      © 2023 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)