At AssetMark, we are dedicated to making a difference in the lives of investors. We do this by offering financial advisors a customized suite of powerful asset allocation methodologies and investment solutions. Your advisor can tap into our resources to assemble a portfolio that meets your specific needs and helps you achieve your investment goals. 

Based on more than 20 years of experience, we work with trusted investment providers, each with a proven track record that helps us build reliable, versatile portfolios. Our range of asset allocation methods, each thoroughly screened through a rigorous due diligence process, is designed to help investors with a wide range of goals. Whether you want to maximize your returns or safeguard your savings by reducing risk, we have an allocation approach that fits your needs.

Serving You and Your Financial Advisor

We support your financial advisor with a range of diversified investment options and services to help you achieve your investment goals at all life stages.