AssetMark
HQ Address
1655 Grant Street, 10th Floor, Concord, CA 94520, United States
Website Address
Business introduction
We empower independent advisors
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves
The Independent Advisor’s Guide
Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark Solutions
AssetMark Digital Platform
Make an impact You’re not one to adopt technology for technology’s sake; neither are we. AssetMark’s proprietary solutions and integrated third-party technologies are all designed to make a difference—to the amount of time you spend tending to back-office tasks, to your client’s experience, and to the success of your business. Your one-stop......
business needs
AssetMark Institutional
We help you prioritize your business For more than 20 years, AssetMark has provided independent advisors and their clients with investment and wealth management solutions, technology, and consulting. Now we’re putting all that experience to work to meet your needs as an RIA. We understand the challenges you face and can help......
business needs
AssetMark Investment Management
A unique, tested approach to investing Our investment professionals constantly study the market to design responsive portfolios, select strategists, and vet and monitor third-party investment solutions. Through our unique Investing Evolved framework, we diversify our portfolios by both asset class and investment approach to construct portfolios that can adapt to markets,......
