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.