Effectively managing portfolios means always thinking ahead. Our team applies the latest research and market insights, continually adapting asset allocation models to shifting market forces. Whether advisors want to pick solutions themselves or leave the investing decisions up to us, they can choose from a turnkey proprietary offering or thoroughly vetted third-party investment solutions.
Our Guided Portfolio products combine our best thinking with our deep understanding of the strategists and managers on our platform. We apply our signature asset management approach to building portfolios, providing an all-in-one solution that simplifies investment management for advisors. Our Guided Portfolios take advantage of AssetMark’s time-tested, academic investment approaches and tailor solutions to meet your clients’ investment objectives so you can help them stay the course through all market cycles.
This solution set is comprised of GuidePath® Mutual Funds, AssetMark’s mutual fund family. With no platform or custody fee and a $10,000 minimum investment, GPS Fund Strategies provide a fully diversified managed solution at low cost and a low investment minimum.
GuideMark/GuidePath Fund Information
With GPS Select, participants invest directly in the holdings of investment providers through the creation of a separately managed account. Your client will hold a portfolio of multiple investment providers in one single account and with an all-in-one platform fee at an investment minimum of $100,000.
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.
Our Aris division has been helping advisors and investors build investment portfolios for more than 20 years. Aris quantitatively evaluates portfolio risk, taking into consideration the correlation of assets within the portfolio, including those that may be transferred into the portfolio from prior managers. In constructing client portfolios, Aris’ approach focuses on superior asset selection, seeking to provide the desired investment returns and not excessive risk taking.
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.
Crestmont Research, founded by Ed Easterling, provides secular market research support to AssetMark, and his book, Unexpected Returns: Understanding Secular Stock Market Cycles, introduces and discusses the Sailing and Rowing analogy, which is used by AssetMark to describe asset allocation and portfolio construction strategies.
*Exceptions apply. Accounts that are invested in a strategy over which AssetMark exercises investment discretion or are Internal Revenue Code Section 403(b)(7) custodial accounts are not eligible to participate in the ICD program.