Advisors work with AssetMark because we share a common goal: making a difference in the lives of investors. We believe that advisors are at their best when they have more time with their clients — listening to their concerns, navigating obstacles and charting a productive course for their future.
Using our innovative investment and management solutions, delivered through compelling technology and outstanding service, advisors can build a better future for their clients while also building more successful businesses for themselves.
"I've worked with a few different third-party asset managers before and my experience with AssetMark has been far superior to any other TAMP agency."
- Kristen Waggoner, Account Manager, Summit Financial Group, Inc.
For 20 years, AssetMark has pursued a single purpose: helping investors reach their goals by serving the financial advisors who guide them. Our turnkey asset management program streamlines investment management, supports practice management and improves client management, all through compelling technology.
Serving financial advisors is what we do. Informed by decades of financial services experience, our executive leadership team works every day to develop products and craft solutions to serve the needs of advisors and their clients. We put advisors first so they can put their clients first.
Our Internal Sales Consultants will answer all of your questions about selecting an investment solution, and are equipped to help prepare proposals and marketing materials. They appreciate that every advisors’ needs are different and they are ready to support you with online or by-phone training to help you get the most out of AssetMark’s investment solutions.
Working with our Practice Management Consultants, you have access to our history and expertise in providing customized strategic solutions for management and business growth. Employing efficient operating systems, solid marketing plans and best-practice strategies can positively affect your day-to-day operations, help you build a better business, and maximize the time you spend with your clients.