Power of Outsourcing
Investment Management
A Study that Uncovers How Investment Management
Outsourcing Enhances Financial Advisors' Businesses
For a quick look at some of the findings, download our study highlights. Get the details of the benefits advisors attribute to outsourcing investment management including growth in total assets, time saved and higher personal income.
Dig into the details to learn more from advisors who have outsourced investment management. Discover how their experience changed with the amount of assets they outsourced, what outsourcing meant for their value proposition, what they would do differently and more.
When asked about the benefits of outsourcing, advisors who work with AssetMark cite higher levels of satisfaction and increased benefits compared to advisors who work primarily with another outsource provider.
Learn more about our curated investment platform, fully integrated technology, and how we deliver on our mission to make a difference in the lives of our advisors, their clients and our shared communities.
This report is for informational purposes only, is not a solicitation, and should not be considered investment or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
19-0128 | 07/2020 | EXP 07/31/2022
