Advisors work with AssetMark because we share a common mission: making a difference in the lives of investors. We believe that independent financial advisors who have a deep understanding of their communities and put the needs of investors first provide the best path for investors to achieve their long-term financial goals.
Our platform enables advisors to outsource high-cost and specialty services that would otherwise require significant investments of time and money. We provide an end-to-end experience, spanning nearly all elements of an advisor’s engagement with their client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing.
AssetMark, Inc. ("AssetMark") is an indirect subsidiary of Huatai Securities Co., Ltd. ("HTSC"). HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges. AssetMark has established policies and procedures to maintain all client data in the United States. For more information regarding our information security and data practices, please read How AssetMark Protects Client Information.
For over 20 years, AssetMark has pursued a single purpose: helping investors reach their goals by serving the financial advisors who guide them. Our platform provides tools and capabilities for advisors to better manage their day-to-day business activities, giving them more time for meaningful conversations with investors.
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 Business 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.