Investor Presentaiton
EXCLUSIVE-Only available to select
Asset Mark financial advisors, this service brings
institutional level service to independent advisors.
CUSTOMIZED―Develops goals-based
strategies based on an advisors' values and the
needs of the advisors' practice.
4 Help advisors grow and scale their businesses
ASSETMARK
Investment Consulting
Asset Mark's new high touch Investment Consulting program
provides select advisors direct access to the Asset Mark
Investment Consulting Team for guidance in creating.
customized model portfolios using strategies already
available on the Asset Mark platform.
AssetMark's investment professionals bring diverse investment
experience and professional qualifications including:
CAIA
ASSOCIATION
ASSOCIATION
GLOBAL
OF
RISK
PROFE
ALS
PROGRAM HIGHLIGHTS
CFA Institute
13 CFA®
charterholders
4 CAIA
charterholders
GARP
2 FRM
charterholders
For general public use.
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HIGH-TOUCH-Two members of our
Investment Consulting Team will work with the advisor
one-on-one throughout the engagement period.
CONSULTATIVE—The advisor retains final
control of the model decision process.
SCALABLE-Solutions can be used across an
advisor's diverse client base.
ASSETMARK. 8View entire presentation