AssetMark Institutional is designed for RIAs whose business depends on embracing that change. We provide resources, tools, and capabilities that allow you to devote more time to serving clients and less to managing the technology, operational demands, and other critical resources you need to run your business day to day.
Ready to exceed expectations?
Explore the ways we help you meet the needs of your clients while building the business you envision.
Designed for ease of use, our end-to-end technology offers centralized portfolio management, robust trading and rebalancing technology, account monitoring, and dynamic tax-loss harvesting and tax management. AssetMark’s solutions seamlessly integrate all of your operations, from client interactions to back-office operations.
Our experienced consultants can help you gain efficiency, refine your strategy, and create greater value for your business and your clients. You’ll have access to insights on enhancing the client experience and marketing your business more effectively.
AssetMark Institutional brings you a network of like-minded advisors committed to sharing ideas, insights, and experience. We’ll also bring you learning opportunities through knowledge-building events with industry experts.
We offer a wide range of investment options from well-known firms and boutique managers and the ability to customize investment solutions to suit your practice model and your clients’ wealth management needs. You’ll have the flexibility to design your own portfolios, fully outsource them, or use a combination of approaches.
Am I getting the support I need?
AssetMark helps you tap into a community of like-minded RIAs, as well as business consulting and practice management resources that can help you gain efficiency, refine your strategy and create greater value for your clients.
Do I have what I need to scale efficiently?
You’ll need back- and middle-office support to meet the operational demands of your business. AssetMark Institutional brings you the tools and technology to help you streamline your workflow so you can focus on serving clients.
AssetMark, Inc. ("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 is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.