Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies.
Each investment strategy, whether third-party or proprietary, has a unique place and purpose on the AssetMark platform. Our investment professionals constantly study the market and wealth landscape to maintain efficient breadth and depth on the platform, allowing for the design of responsive portfolios.
Whether you choose from thoroughly researched investment solutions, custom solutions, or outsource investment management to us, AssetMark can help you maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance.
AssetMark’s due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include on the platform. Once selected, we check in with our investment providers every quarter to assess our original thesis for inclusion and will remove them from our lineup if the thesis changes. What’s more, we’ll keep you up to date with our quarterly findings on investment managers and their strategies through regularly published reviews.
We think about and focus on confident portfolio construction that aligns with your clients’ long-term goals. We believe it’s critical to have a framework that empowers you to determine the right mix of strategies and select investment managers where their role in the portfolio and expectations are clear.
Every portfolio needs a sound ‘core’ that responds to economic cycles. But it needs ‘more’ to tailor the portfolio to specific client goals. Having a strong foundation and adding complementary strategies leads to portfolios where investors have confidence that their goals can be achieved and removes emotional behaviors that can derail investment portfolios.
As an independent financial advisor, your time is a precious commodity, and rising client expectations can be a challenge with the ever-evolving markets. Gain back time to spend with your clients and confidence in your portfolios by working with our investment consultants to design tailored solutions for your practice.
Our high-touch service works with you, leverages our investment team, and guides you through personalized model creation for your practice, providing structure and scale across your diverse client base while leaving you in the driving seat.
Overcome the obstacles in your way with AssetMark.
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
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