Overview

With a powerful open-architecture design, our platform provides advanced investment selection, modeling, and portfolio analytics, all with ongoing support for your firm’s unique goals. In conjunction with our technical capabilities, we deliver service and practice management support to help grow your practice. Digital Elevate your client experience through digital tools that clarify performance, goals, and the road to financial wellbeing. Consulting and Service See how AssetMark’s service and consulting teams can transform your business and deliver more value to your clients. Investment Management Forge a path to your clients’ financial goals through our curated, vetted investment management solutions. Retirement Solutions Diversify your services and simplify retirement services for both your practice and your clients. Transition Support Interested in becoming an RIA? We’ll help you through the process.

Benefits

Scalable

Our solutions and services can be adapted to practices of any size and grow alongside you as you grow.

Curated

AssetMark’s investment solutions have been carefully vetted against our Investing Evolved framework to help your clients’ investments respond to market events without losing sight of long-term goals.

Flexible

Our experienced team works with you to determine where your practice's greatest needs lie and recommend solutions accordingly. When your needs change, we tailor our recommendations to fit.

Compelling

Clients have varying degrees of understanding when it comes to their investments. We deliver solutions that clarify uncertainty in an engaging, informative fashion.