Tailor Portfolios to Unique Goals

As clients’ needs become more complex, our suite of separately managed accounts (SMAs) provides you with the flexibility to respond.

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flexibility to respond

Address the Complex Needs of Your Clients

Separately Managed Accounts (SMAs) on the AssetMark platform help extend your capabilities with choice across asset classes, investment styles, and asset managers.

SMAs allow you to tilt clients’ portfolios from a selection of investment exposures, including value, international, growth, and specialized strategies. Your clients benefit from a portfolio that focuses on what’s important to them.

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AssetMark’s Curated Suite of SMAs

Bring efficiency to your practice with thoroughly researched strategies and investment managers, vetted through AssetMark’s deep due diligence process.

Choice

Extend your capabilities with choice across asset classes, investment styles, and asset managers.

Flexibility

Tailor client portfolios, combining strategies into a single account or with other eligible solutions.

Due Diligence

Ongoing rigorous review gives you access to what AssetMark believes are best-in-class strategies.

Rigorous Due Diligence

A Background Check For Your Portfolio

AssetMark’s due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include in our investment lineup. Every quarter, we check in with our investment providers to assess their continued suitability, removing them from our lineup if appropriate. What’s more, we’ll keep you up to date with strategies’ strengths, weaknesses, trends, and performance through regularly published reviews.

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Hours saved per week when outsourcing investment management

Growth in assets under management on average

Respondents reporting that outsourcing improved their client relationships

Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients.

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Download THE STUDY HIGHLIGHTS