AssetMark: Wealth, Independence, Purpose

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.


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
Thinking of a New Practice Model? First, Identify Your Top Clients' Needs
by Matt Matrisian
WSJ.com
SVP of Strategic Initiatives Matt Matrisian shares how advisors can thrive in an era of robos and regulations by identifying their ideal client and developing top-caliber services targeted to them. Read the column

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