AssetMark offers a range of portfolio solutions that incorporate a risk-forward approach and innovative thinking around investment evaluation and portfolio construction. Our responsive solutions are built to anticipate and react to the markets, helping advisors stay on track for the long term, even as their circumstances change.
Our purpose-built investment solutions help advisors take a disciplined approach in all market conditions. Advisors use our platform to build a custom asset mix to accommodate each investor's risk tolerance and focus on long-term goals, not short-term fears.
AssetMark’s Guided Solutions take advantage of time-tested, academic investment approaches and tailor solutions to meet your clients' investment objectives so you can help them stay the course and meet their financial goals.
Guided Portfolio Solutions are diversified, all-in-one portfolios that are built and implemented with AssetMark's "Investing Evolved" philosophy.
GuideMark/GuidePath Fund Information
Guided Income Solutions are turnkey, end-to-end retirement solutions designed to deliver a stable income flow to your clients.
Our Aris and Savos divisions each offer a distinctive and comprehensive set of investment solutions. These solutions are tailored to a variety of client profiles, ranging from high-net-worth individuals to those clients seeking risk-managed strategies.
Investing on behalf of clients for more than 20 years, Aris focuses on solutions to reflect the personal values, income, and wealth building needs of high net worth individuals, non-profit organizations, retirement plans, and businesses. If you are an investor and want more information about our portfolios, please contact your financial advisor. If you are a financial advisor and want more information about Aris, please contact your AssetMark representative at 800-822-4227 or visit eWealthManager.
Investing on behalf of clients for more than 25 years, Savos Investments was one of the first asset management firms to offer downside protection as part of an overall investment strategy. Savos offers innovative, multi-asset portfolios providing investors with ownership of individual stocks and the option to customize holdings to reflect their personal values. Today, Savos remains at the forefront of risk management strategies exclusively for AssetMark advisors and their clients.
403b Retirement and Pension plans in partnership with TIAA and Fidelity.
The information on this website regarding strategists and managers on the AssetMark platform, is not a solicitation for investment. Individual investors should consult with their financial advisors before making any investment decisions. Always consult with a qualified tax advisor before making any investment decisions. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non‐diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Stock prices rise and fall based on changes in an individual company's financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. There is no guarantee that equities, or any other asset class, will outperform in the near or long term. Managed futures trading is speculative and volatile and involves a high degree of risk. Trading in futures and commodities is not appropriate for all persons, as the risk of loss is substantial. Therefore, except for those considered to be bona fide hedgers, investors should only use risk capital in futures trading. There are special risks associated with an investment in real estate, including credit risk, interest rate fluctuations and the impact of varied economic conditions. In addition to market risk, there are certain other risks associated with an investment in bonds, such as default risk, the risk that the company issuing debt securities will be unable to repay principal and interest, and interest rate risk, the risk that the security may decrease in value if interest rates increase. High-yield bonds, commonly known as junk bonds, are subject to greater loss of principal and interest, including default risk, than higher-rated bonds. This may result in greater share price volatility. Investments in municipal instruments can be volatile and significantly affected by adverse tax or court rulings, legislative or political changes, market and economic conditions, issuer, industry-specific (including the credit quality of municipal insurers), and other conditions. There is no guarantee that a Bonds & Bond Alternatives strategy will be profitable or prevent losses in a declining market.
*See the Cash Program Disclosure Statement and Custody Agreement for details and restrictions.