Building a Winning Business with AssetMark
Building a Winning Business with AssetMark

For more than 20 years, AssetMark has helped advisors like you grow their businesses and support them in making a difference in the lives of their clients.

Building a Winning Business with AssetMark

Looking for resources to help grow your business? Hear how AssetMark can help you grow faster, and more sustainably.

Building a Winning Business with AssetMark

Working with AssetMark

Read how AssetMark supports your practice with solutions and services that can enhance the investment experience and process you deliver to clients.

Working with AssetMark

Service You Can Trust

Advisors rank our services and operations support as the top reason they recommend us, learn why.

Service You Can Trust

Due Diligence

When you work with AssetMark, you’re backed by a team of due diligence professionals who research and review our investment solutions, read more about our due diligence process.

Building a Winning Business with AssetMark

Investment Approaches

All of the investment solutions offered on our platform are selected to perform a specific role in your clients’ portfolios, learn about our approach.

Investment Approaches

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C32745 | 03/2018 EXP 12/31/2018
1042-3274

IMPORTANT INFORMATION

This information is not a solicitation for investment. This material has been drawn from sources believed to be reliable, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

Investments in mutual funds and exchange traded funds that hold equities, bonds, and other securities can decline significantly in response to adverse market conditions, company-specific events, changes in exchange rates, and domestic, international, economic, and political developments. Investments in bonds and fixed income related securities also involves market and interest rate risk (prices can decline, if interest rates increase), and default risk (an issuer being unable to repay principal and interest). High-yield bonds are generally subject to greater risk of default and volatility, than investment-grade bonds. Real estate investments are subject to credit and market risks, typically based on changes in interest rates and varied economic conditions. Investing in alternative investments, including managed futures, commodities, and currencies is not appropriate for all persons, as the risk of loss is substantial. Investments in futures involve market, counterparty, leverage, liquidity, interest rate, foreign currency, commodity, volatility, and other risks.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please visit www.assetmark.com or contact an AssetMark Consultant.

AssetMark and its affiliates do not provide tax advice. Consult with a tax professional regarding specific tax situations.

AssetMark Retirement Services, Inc. is an affiliate of AssetMark, Inc. Aris and Savos Investments are divisions of AssetMark, Inc. AssetMark and third-party strategist are separate and unaffiliated companies.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission.
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