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.

Community Inspiration

Congratulations to Our Honorees

Our annual Community Inspiration Awards honor advisors who are making a tremendous impact on their communities through dedicated service. Every year we select a few individuals who are nominated by their peers to be recognized at our annual Gold Forum event. Each advisor's chosen charity is awarded with a financial donation from AssetMark. It is our hope that shining a light on this work inspires others to give back.

View videos featuring the honorees on AssetMark's YouTube channel.

View the press release.

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.

Five steps to optimize referrals for your financial practice

Make the most of your sales efforts and strengthen your professional network with our five-step referral log.

Download my five-step referral log

News & Insights
Natalie Wolfsen
by Natalie Wolfsen
InvestmentNews
Studies show that working age American’s retirement savings are woefully underfunded and many investors fear running out of money in retirement. Chief Solutions Officer Natalie Wolfsen offers a fresh perspective on quelling client fears and providing a cost-effective solution that offers liquidity, flexibility, and growth opportunities. Read Natalie's Column
A New Way to Look at Retirement Income Planning Getty 485082910 Natalie Wolfsen InvestmentNews Guided Income Solutions

See our latest news, insights, and AssetMark social media channels.

Advisor Highlight Series

Meet Our Community of Advisors

The Advisor Highlight Series features the unique insights and successes of financial advisors who use the AssetMark platform. In this series, we sit down with advisors to get their professional views on practice management, industry trends, and what they have learned over the course of their work to help clients reach their personal and financial goals.


Read Our Advisor Highlights »