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, helping your clients stay on track toward their long-term goals.

Flexible investment support
Use our investment solutions to maintain a disciplined portfolio in all market conditions, for a range of investor goals, and a spectrum of risk tolerance. Choose from thoroughly researched investment solutions, custom solutions, or leave your firm’s investment management to us.

AssetMark’s unique approach to investing
In our investing platform, we conduct research and ongoing monitoring, identify third-party investment solutions, and offer pre-built portfolios based on the Investing Evolved framework. With the diversification of asset classes and investment approaches at its core, the Investing Evolved framework supports portfolios that capture core market growth, take advantage of tactical opportunities, and mitigate risk through diversification.

A background check for your portfolio
AssetMark’s due diligence professionals follow a disciplined, defined process when assessing the suitability of investment managers and strategies to include in our investment lineup. Every quarter, we check in with our investment providers to assess their continued suitability, removing them from our lineup if appropriate. What’s more, we’ll keep you up to date with strategies’ strengths, weaknesses, trends, and performance through regularly published reviews.

Diversified, all-in-one portfolios
Leverage our Guided Portfolio Solutions to help your clients meet their financial goals through time-tested, academic investment approaches. These turnkey solutions feature thoroughly researched investments that are ready for your clients right out of the box.

Turnkey income solutions
Our Guided Income Solutions are designed to deliver a stable income flow to your clients. We’ll help you convert your clients’ nest eggs into steady, tailored income replacement based on their personal financial goals—whether those are short-term, long-term, or anywhere in between.