AssetMark: One of the Top Money Managers in the Industry

AssetMark was founded in 1996 and currently manages $56 billion.  AssetMark is also one of the fastest growing 3rd party money management firms in the industry. Their philosophy has evolved over the years but it has always been centered on providing advisors the following key capabilities:

• Multiple Strategists: No single firm always has the “right” asset allocation, so their philosophy has always been anchored in providing advisors with a diverse array of Strategists.  
  • Today AssetMark has 15 Strategists, including firms like JP Morgan, Blackrock, Doubleline, State Street and more 
    • Collectively these strategists manage over $15 trillion with 2,000 PhDs and CFAs in 80 locations around the world.
    • Often these firms have $15-$25 million investment minimums for some of the same types of strategies we have access to at a much lower threshold through partnering with AssetMark.  This gives everyday clients the opportunity to play in the same investment sandbox as the billionaires of the world.
• Advice & Guidance 
  • AssetMark’s experienced Investment Team helps Advisors blend complementary Strategists together to construct portfolios for clients.
  • They partner closely with Advisors to craft portfolios that fit your preferences and your client’s needs.
• Practice Management 
  • Beyond a variety of Best Practices workshops, AssetMark also has Regional Practice Management Consultants.
    • These deeply experienced Coaches work to identify each Advisors strengths and areas where they need improvement
    • They then engage with them on an ongoing basis to help implement change, grow their practice, and increase the value of their businesses.

If you would like to learn more about AssetMark and the solutions they offer please give me a call.

---

Contact Micah Hesting for more information:
Relationships/Business Development Strategist
Ext. 113
micah@leadersgroup.net