MarketDimensions portfolios provide access to Dimensional's decades of research and established track record of adding value over benchmarks.1
MarketDimensions is a core strategy designed for any stage of your clients' financial plans
- Model portfolios in standard and tax-sensitive options
- Lower cost and tax-efficient vehicles
- Diversified exposure to over 13,000 securities
An investment approach backed by decades of research
- Dimensional's research team works with leading economists to better understand the source of returns
- Their research shows that securities offering higher expected returns share characteristics, called dimensions
- Dimensional structures broadly diversified portfolios emphasizing these dimensions
Attend Dimensional’s webinar to discover more about MarketDimensions model allocations, the Dimensional approach, and the tools and resources to help you communicate with clients.
By confirming your interest, you acknowledge that AssetMark will provide some of your information with Dimensional so that they can register you for their webinar and qualify you for use of MarketDimensions Portfolios with your clients. This information will include your contact information, Broker-Dealer affiliation, general information regarding the size of your client base and about your investment philosophy.
IMPORTANT INFORMATION
This information is not a solicitation for investment.
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. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss.
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, contact an AssetMark Consultant.
AssetMark and its affiliates do not provide tax advice. Consult with a tax professional regarding specific tax situations.
Except where otherwise noted, the above material is approved for advisor use only. As a financial advisor using AssetMark, you are receiving this update as part of our service to you. We send communications via email to keep financial advisors abreast of client relationship management, investment management and practice management updates.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. AssetMark and Dimensional are separate and unaffiliated companies.
©2019 AssetMark, Inc. All rights reserved.
C33069 | 07/2019 | EXP 12/31/2020
