Americas Best TAMPS 2024 - 24

2024 AMERICA'S BEST TAMPS
ASSETMARK
Michael Kim
President and CEO
AssetMark * 1655 Grant Street, 10th Floor, Concord, CA 94520
www.assetmark.com
AssetMark is a full-service wealth management platform powering independent
financial advisors with outsourced solutions that enable them to deliver better
investor outcomes while successfully growing their business.
We help advisors of all sizes compete and succeed, to support them as small
business owners and in their roles as trusted advisors to their clients. We are
an extension of our advisors' teams, equally committed to serving their clients'
best interests. Together with our brand entities Voyant and Adhesion Wealth, we
empower growth for advisors of all models at every stage of their journey.
While 2023 was a bit of a
roller coaster for markets
and the economy, AssetMark
deepened its commitment
to our advisor-centered
mission.
Our efforts to empower
advisors' growth and help
them deliver trusted advice
to their clients led us to
achieve record financial and
operational results. Today,
we serve more advisors and
investors than ever before,
supporting over 9,300
advisors who serve 254,000
investor households.
We surpassed $100 billion
in platform assets for the first
time in company history and
scored an all-time high of 72
for our annual Net Promoter
Score, up from our previous
record of 67 in 2022.
These results are a direct
reflection of our dedication
to surrounding our advisors
with timely solutions and
support that enabled them to
focus on serving their clients
through a bumpy and often
uncertain year.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
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We do this through the lens of our three strategic pillars:
1. We deliver flexible, integrated technology that champions client engagement
and drives efficiency from prospecting and financial planning to ongoing
servicing and administration.
2. Our compelling suite of investment strategies and wealth solutions enables
advisors to serve evolving investor needs across the spectrum of affluence.
3. Our experienced service and consulting teams provide customized platform
support and turnkey programs that allow advisors to focus their limited time
on activities that drive the most value for their clients and their business.
For more than 25 years, AssetMark has cultivated a community of like-minded
advisors who are at the center of everything we do.
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RISK MANAGEMENT TOOLS
STRATEGY
VISION
BUSINESSMAN
IDEA
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MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
SUCCESSION PLANNING
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
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GLOBAL BUSINESS
WALLET
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ORGANISATION
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ADVERTISING
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Type of Program: TAMP,
mutual fund wrap, ETF
wrap, traditional and custom
SMA, custom UMA, guided
portfolios, retirement plans,
cash and lending solutions,
tax management services,
financial planning
Total Assets in Program:
$99.6 billion as of 9/30/2023
Year Program Began: 1994
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors at
broker-dealers with selling
agreements with AssetMark,
hybrid RIAs or RIAs
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Core,
tactical, and diversifying
strategies
TM
New business contact:
Norman Pia
Phone: (800) 664-5345
Website: www.assetmark.com/
request-a-consultation
CONTACT
ORGANISATION
REVENUE
DEFENSE STRATEGY
https://www.assetmark.com/request-a-consultation https://www.assetmark.com/request-a-consultation https://www.assetmark.com/request-a-consultation https://www.assetmark.com/request-a-consultation https://www.assetmark.com/request-a-consultation https://www.assetmark.com
Americas Best TAMPS 2024

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