Keep Your Investors Informed
Investors come with varying levels of sophistication; let AssetMark support your educational efforts.
Flexibility
We don’t believe that one size fits all. RIAs who work with AssetMark are free to use as much or as little of our solution infrastructure as they like, with easy integrations between our proprietary solutions and their existing tools.
Tailored Service
More than just investment management services, AssetMark provides solutions and services designed around your needs. Whether it’s sales and marketing, operations, technology, or client services, AssetMark can help.
Support
Enjoy the benefits of running an independent practice while knowing there’s a team that’s got your back. AssetMark provides dedicated sales and service teams that are there to support you on your terms.
INVESTOR EDUCATION
Clarify Your Clients’ Futures
Your clients will appreciate your hard work all the more if they understand why you’ve made the decisions you make, your strategies and how you’re managing their wealth. AssetMark’s consultants can help guide your client communication efforts to ensure that they understand the value of your work in its fullness. What’s more, our portfolio solutions empower you to develop robust visualization and reporting to help communicate how different allocations, market conditions, strategies and more impact your clients’ long-term goals.
White-Label Content
Explain Your Role
We offer white-label educational content that establishes the value of a financial advisor and how you can make an impact in your clients’ lives. Don’t spend your time convincing potential investors of your value; rather, add your branding to our white-label content and let AssetMark deliver compelling educational collateral for you.
How Does AssetMark Approach Portfolio Construction?
Outsourcing your investment management provides you with the time to focus on your core competencies. When outsourcing your practice’s investment management to AssetMark, your clients’ gain access to portfolios constructed based on their risk tolerance and diversified not just by asset class, but also by investment approach.
WHY ASSETMARK
We Put Your Clients First
You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect a partner to play the same role? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning or administrative support, we’ll ensure your clients are taken care of.
Recent Insights
Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in…
Unlock More of Your Clients’ Retirement Assets with AssetMark’s Self-Directed Brokerage Accounts (SDBAs)
From Exploration to Execution: A Practical Framework to Navigate Partial or Full Transitions
Succession is not a single decision. It is a structured journey. Whether you want to…