AssetMark: Making a Difference

AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first. 

Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.

Charles Goldman - On My Mind

What a Leader Looks Like

A few weeks ago, I was meeting with AssetMark’s Senior Vice Presidents, the people who report to my leadership team and run most of the company. These folks are tasked with the daily execution of the work that financial advisors depend on: operations/service, product management, technology planning and implementation, investments, and marketing and sales. Without this team nothing gets done.

I am sharing this "inside baseball" with you because I know that, as advisors, you are leaders in your own organizations and some of you have leaders in similar roles as our SVPs.

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Our Investment Approach

Investments represent more than profit or loss. They are the key to a better life for investors and their families. AssetMark helps advisors serve clients through a versatile curated platform of investment solutions. We empower advisors with an investment platform that enables them to deliver innovative, academic-based investment guidance.
News & Insights
Charles Goldman
by Charles G. Goldman
President and CEO Charles Goldman pays tribute to the Department of Labor (DOL) rule for its impact on our industry, and shares his hope for better investor protection in the future. Read his Article

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