Innovative Investment Solutions to Support Your Clients
AssetMark's portfolio solutions, research, and innovative investment strategies are designed to help your clients stay on track towards their financial goals. By constantly studying the market, our investment professionals create responsive portfolios, select strategists, and monitor third-party investment solutions. Through our unique Investing Evolved framework, we diversify portfolios by asset class and investment approach, ensuring adaptability to market conditions and long-term goal achievement.
Flexible and Customized Investment Support
AssetMark offers flexible investment solutions to maintain disciplined portfolios in all market conditions, catering to various investor goals and risk tolerances. Whether you prefer thoroughly researched investment solutions, custom options, or delegating investment management to us, we provide a range of choices to suit your needs. Count on our researched, innovative investment solutions to address a spectrum of client profiles and investment preferences.
Investing Evolved Framework
At AssetMark, our investing platform operates on the rigorous due diligence, guided portfolios, and income solutions based on the Investing Evolved framework. This approach involves constant research, ongoing monitoring, third-party solution identification, and pre-built portfolio offerings. By emphasizing asset class diversification and various investment strategies, the Investing Evolved framework supports portfolios that capture market growth, seize tactical opportunities, and mitigate risks through prudent diversification.
Comprehensive Range of Services for Financial Advisors
AssetMark provides a comprehensive suite of services aimed at helping financial advisors adopt technology, save time, strengthen client relationships, scale their practices, become registered investment advisors (RIA), educate themselves and their clients, plan finances effectively, and streamline investor administration. With offerings in digital, sales and service, investment management, transition support, retirement services for businesses, and RIA services, we cater to a diverse range of advisor needs.
Serving a Variety of Advisors and Institutions
AssetMark caters to independent advisors, advisor teams, registered investment advisors, and bank trust institutions, offering tailored solutions to meet the unique requirements of each segment. Whether you are an individual advisor looking for support or a larger institution seeking specialized services, AssetMark has the resources and expertise to enhance your investment management capabilities.
Commitment to Excellence and Client Success
At AssetMark, we are committed to excellence in wealth management and technology solutions. Our team focuses on supporting financial advisors in meeting the evolving needs of their clients while delivering exceptional service and value. Through our dedication to innovation, research, and client satisfaction, we strive to elevate the investment experience for both advisors and their clients.