AssetMark offers a range of portfolio solutions that incorporate a risk-forward approach and innovative thinking around investment evaluation and portfolio construction. Our responsive solutions are built to anticipate and react to the markets, helping advisors stay on track for the long term, even as their circumstances change.

Our purpose-built investment solutions help advisors take a disciplined approach in all market conditions. Advisors use our platform to build a custom asset mix to accommodate each investor's risk tolerance and focus on long-term goals, not short-term fears.

Portfolio Construction

Effectively managing portfolios means always thinking ahead. Our team applies the latest research and market insights to select strategists and design portfolio that will adapt to shifting market forces. Whether advisors want to choose solutions themselves or leave the investing decisions up to us, they can select from complete, pre-built portfolios or thoroughly researched third-party investment solutions.

We carefully select investment providers based on rigorous standards, including investment philosophy, experienced people, clearly-defined processes, and performance that reflects their philosophy. Our platform includes a wide range of options, from large institutions to boutique providers. No matter their size, all of our strategists fit our purpose-built approach to managing investments. 
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Broad market exposure to allow clients to participate in the potential growth of domestic or global economies.
Core Market Exposure
Broad market exposure, mainly in stocks and bonds, to participate in economic growth.
Supplemental investments that can help add to portfolio performance or protect from extreme losses.
Enhanced Return Focus
Focused strategies used to take advantage of alpha opportunities.
Limit Loss Focus
Dynamic equity exposure that attempts to limit participation in large, extended market drawdowns.
Investments that can help smooth portfolio performance.
Equity Alternatives
Trend-following managed futures, used to manage equity risk with high return impact, especially in market crises.
Bonds & Bond Alternatives
Bonds and other low-volatility strategies used to manage equity risk with low return impact.
Investment Approaches
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AssetMark Guided Solutions

AssetMark’s Guided Solutions take advantage of time-tested, academic investment approaches and tailor solutions to meet your clients' investment objectives so you can help them stay the course and meet their financial goals.

Guided Income Solutions

Guided Portfolio Solutions are diversified, all-in-one portfolios that are built and implemented with AssetMark's "Investing Evolved" philosophy.

GuideMark/GuidePath Fund Information

Guided Income Solutions

Guided Income Solutions are turnkey, end-to-end retirement solutions designed to deliver a stable income flow to your clients.

AssetMark Proprietary Solutions

Our proprietary solutions span across our Investing Evolved framework to strengthen our curated platform. AssetMark and Savos each offer a distinctive and comprehensive set of investment solutions that are tailored to a variety of client profiles with differing needs. Our offerings include turnkey guided portfolios, risk-managed strategies and customized high-net-worth solutions.


For more than 20 years, AssetMark has been a leading provider of investment and consulting solutions for advisors who look for innovative, actionable investment insights and strategies. Our turnkey guided solutions and asset allocation strategies are backed by extensive due diligence and experienced investment professionals, exclusively for AssetMark advisors and their clients.


Investing on behalf of clients for more than 25 years, Savos Investments was one of the first asset management firms to offer downside protection as part of an overall investment strategy. Savos offers innovative, multi-asset portfolios providing investors with ownership of individual stocks and the option to customize holdings to reflect their personal values. Savos remains at the forefront of risk management strategies offered exclusively for AssetMark advisors and their clients.

AssetMark Retirement Services

Through our Retirement Services division we offer a full range of retirement plan solutions, backed by compelling technology, client service and education. We deliver innovative and flexible investment choices at competitive costs.

AssetMark Trust Complete Cash Solutions
AssetMark Trust's Complete Cash Solutions offer FDIC-insured cash programs that provide up to $2.5 million of FDIC insurance for your clients' cash needs, by allocating client deposits across a network of FDIC-insured banks. The FDIC-insured cash programs provide next-business-day liquidity and accrue interest through our Program Banks.1 Your clients' cash earns interest at a competitive rate while you're managing or developing a plan for their investments.

The information on this website regarding strategists and managers on the AssetMark platform, is not a solicitation for investment. Individual investors should consult with their financial advisors before making any investment decisions. Always consult with a qualified tax advisor before making any investment decisions. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non‐diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Stock prices rise and fall based on changes in an individual company's financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. There is no guarantee that equities, or any other asset class, will outperform in the near or long term. Managed futures trading is speculative and volatile and involves a high degree of risk. Trading in futures and commodities is not appropriate for all persons, as the risk of loss is substantial. Therefore, except for those considered to be bona fide hedgers, investors should only use risk capital in futures trading. There are special risks associated with an investment in real estate, including credit risk, interest rate fluctuations and the impact of varied economic conditions. In addition to market risk, there are certain other risks associated with an investment in bonds, such as default risk, the risk that the company issuing debt securities will be unable to repay principal and interest, and interest rate risk, the risk that the security may decrease in value if interest rates increase. High-yield bonds, commonly known as junk bonds, are subject to greater loss of principal and interest, including default risk, than higher-rated bonds. This may result in greater share price volatility. Investments in municipal instruments can be volatile and significantly affected by adverse tax or court rulings, legislative or political changes, market and economic conditions, issuer, industry-specific (including the credit quality of municipal insurers), and other conditions. There is no guarantee that a Bonds & Bond Alternatives strategy will be profitable or prevent losses in a declining market. 

*See the Cash Program Disclosure Statement and Custody Agreement for details and restrictions.