The S&P 500 has gained 20%+ for two years, driven by its largest stocks. But market cycles shift—today’s concentration calls for diversification. Chief Investment Strategist Zoe Brunson encourages portfolio preparation, as the changing tides can be dramatic and long-lasting. https://bit.ly/4c0NCJH #investments #financialadvisors #AssetMark
AssetMark
金融服务
Concord，California 20,513 位关注者
Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices
关于我们
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
- 网站
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https://www.assetmark.com/
AssetMark的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Concord，California
- 类型
- 私人持股
地点
AssetMark员工
动态
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Show clients how Securities-Backed Line of Credit (SBLOC) compares to other types of credit and why it may be their best option to access cash without selling investments. Credit Options Comparison Chart: https://bit.ly/4bFy6D6 #cashsolutions #SBLOC #creditoptions #borrow #lowcostdebt #AssetMark
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AssetMark advisors, join our Business Builder session on Creating an Effective Service Model and Fee Schedule on March 20 at 12 PM PT / 3 PM ET! Learn best practices for structuring fees, setting client expectations, and creating a predictable revenue stream. Register now! https://bit.ly/4hmlVMx #AssetMark #FinancialAdvisors #WealthManagement #BusinessGrowth #ClientSuccess #FeeStructures #AssetMarkAdvisors
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AssetMark is launching Ascent, a new program designed to guide advisors through the succession planning process at every stage of their career. Whether you're just starting out or planning your exit, Ascent provides tailored training, mentorship, and resources to help ensure your business's continuity and success. Learn more about this transformative program today: https://bit.ly/4ixMQpG #FinancialAdvisors #SuccessionPlanning #WealthManagement #AssetMark #AscentProgram #Ascent
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As we continue celebrating #WomensHistoryMonth, we’re highlighting the voices of women across #AssetMark. Today, we’re featuring Erin Wood CFP?, FBS?, SVP of Advanced Planning, as she reflects on the trailblazers who have paved the way and the importance of lifting others up: "Women before us broke barriers, defied limits, and paved the way. Now, it's our turn to rise—lifting others as we climb. Leadership is not a solo journey. This Women’s History Month, we honor their strength by continuing the work. Our confidence may waver, but our capabilities never do."
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March 14th marks the Indian holiday of Holi, a festival celebrating colors, love, and the arrival of spring. AssetMark was proud to embrace this joyful tradition across our offices, bringing our teams together to celebrate culture and community. Thank you to our Asian and Pacific Islander Employee Resource Group (API ERG) for organizing the festivities! From a fun outing in our Phoenix office, where team members took part in the tradition of throwing colored powder, to festive gatherings across the country featuring delicious snacks, colorful décor, and traditional outfits, our teams shared in the spirit of Holi. Happy Holi! #Diversity #FestivalOfSpring #Holi #Community
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Financial advisors who incorporate tax planning as a value-added service can set themselves apart, helping them attract new clients and strengthen existing relationships. Taxes are one of the most significant factors impacting long-term investment outcomes, yet many clients don’t realize the value of proactive tax strategies. By offering tailored, tax-efficient solutions, advisors position themselves as trusted partners who help clients keep more of what they earn while achieving their financial goals. Unlock the power of tax planning: https://bit.ly/4iEQpu3 #FinancialAdvisors #TaxPlanning #WealthManagement #TaxStrategies #ClientSuccess #AssetMark
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We are excited to share that AssetMark's very own Zoe Brunson, Chief Investment Strategist, and Lauren Kang, VP of Due Diligence, have been honored as 2025 Citywire Most Influential Women in Due Diligence award winners! Their unwavering dedication, exceptional expertise, and leadership in curating our manager lineup and managing our investment platform are truly remarkable. Congratulations to Zoe and Lauren for making such an impactful contribution to the industry! https://bit.ly/3DDLoU0 #AssetMark #WomenInFinance #DueDiligence #Leadership #CitywireAward
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In this timely 2-Minute CIO Update, AssetMark CIO Christian Chan addresses the recent market volatility and shares three things investors need to keep in mind, while staying invested and informed. https://bit.ly/4iolhPL
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When stocks are falling, it is hard to sit still. In this edition of On The Mark, AssetMark Chief Market Strategist Kezia Samuel, CFA, CAIA, offers three tips to stay calm during market volatility. https://bit.ly/3DOk4Cl #AssetMark #MarketVolatility
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