A Steady Presence in Uncertain Times

It’s what clients expect of you. It’s what AssetMark has been for over a quarter century. Let us help you thrive.

Client Communication

Be the "Who" for Your Clients

Get in front of investors and stay in front of them. Bring your experience, skills, and insights and establish yourself as a committed guide who will help them navigate tough markets. Showcase what you can offer in terms of tangible support, service, and products to complement your expertise.

Resources to Help You Explain the Markets to Clients

Bear Essentials: A Historical Guide

While no two bear markets are alike, in this edition we review the history of bear markets to understand the potential good and bad news for investors once the market has crossed the dreaded threshold. Download

History of Bull and Bear Markets

Behavioral science tells us that current events have a greater impact on our perception and decisions than the past. Download

Time In vs. Timing the Market

The stock market is off to a rocky start this year. Higher volatility can be a source of uncertainty for even the most seasoned investors. In this issue, we hope to provide some historical perspective on the anatomy of the markets and the impact of moving out of markets during periods of turbulence. Download

Resources to Help You Educate Clients

10 Emails for Volatile Markets

Use this sample email template to create a touchpoint for communicating with clients. Download

10 Common Investing Terms

When you’re new to investing, it can be overwhelming to encounter unfamiliar terms. Download

Investing Essentials Presentation

Help your clients focus in on what they should know about investing with this essential presentation. Download

How We Help

Solutions

Curated investment options, diversified by both asset class and investment approach, featuring world-class managers, and backed by AssetMark’s thorough due diligence process. Let us help you choose what’s best for your book of business.

Service

Dedicated practice management, sales, and investment consulting teams that champion you, your practice, and your vision. Let us help your business effectively navigate today’s economic and market environment… and position it for tomorrow.

Support

An open architecture platform that keeps you in charge, supported by innovative technologies, expertise, and personalized guidance. Let us help can take your business to the next level and beyond.

Why AssetMark

Personalized Service and Consulting

You tailor advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your business—whether that’s spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals.

RECENT INSIGHTS

Market Volatility

November 11, 2022

Market Downturns: Generational Differences in Client Conversations

Investment management often requires that financial advisors address sensitive topics with their clients, but the stakes can be high in periods of market volatility. Client...

Market Volatility

September 30, 2022

How to Prepare Your Firm for a Market Downturn or Recession

The last bull market, which ended in 2020, lasted 3,999 days. That means if you have been a financial advisor for less than a decade, you are now experiencing the first...

Market Volatility

September 16, 2022

7 Tips to Prepare Your Clients for a Market Downturn

“May you live in interesting times” is usually taken as a good-natured sentiment. That is until things start to get interesting in a bad way. Economic volatility and market...

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Find Out More

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AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.