Keep Your Clients’ Assets Safe
AssetMark Trust offers secure custodial and recordkeeping services integrated with the AssetMark platform. With a focus on ensuring the safety and protection of your clients' assets, AssetMark Trust provides peace of mind for both financial advisors and their clients.
Security and Reliability for Your Clients’ Needs
AssetMark Trust Company supports independent financial advisors by offering trust and custodial services that are secure, reliable, and flexible. By entrusting AssetMark with the supervision of your clients' assets, you can rest assured that their financial well-being is in safe hands. Financial advisors can manage their clients' trust assets as needed while benefiting from the dedicated professionalism of AssetMark Trust Company.
How We Help
AssetMark Trust's services include Cash Advantage Checking and Lending, providing competitive interest rates on securities-backed lines of credit and interest-bearing checking accounts linked to investment accounts. Moreover, AssetMark Trust streamlines recordkeeping and reporting tasks, offering easy-to-read statements and simplified tax reporting accessible online. With a focus on complete asset protection, AssetMark Trust acts as the primary point of contact and asset manager, ensuring trust assets align with your clients' wishes while simplifying successor trustee language implementation. Additionally, AssetMark Trust provides dedicated service and support, collaborating with financial advisors to address clients' needs and inquiries effectively.
Find Out More
Discover if AssetMark Trust is the ideal solution for safeguarding your clients' assets by exploring the comprehensive offerings provided by AssetMark Trust Company. With a strong emphasis on security, reliability, and client satisfaction, AssetMark Trust aims to empower financial advisors in protecting and managing their clients' assets with confidence.