AssetMark Trust Company
AssetMark Trust is an integrated custodian that brings AssetMark's client-focused approach to the secure custody of client assets. We seek to deliver peace of mind to independent financial advisors' clients who want trusted and reliable custodian solutions. Our people are committed to your success, and work hard to deliver the services and capabilities you need to serve your clients and grow your business.
Quick Facts
- Established in 1994
- $35.6 billion in assets*
- Serving more than 190,000 accounts held by investors*
*As of March 31, 2019
Trust Services
Access all custodial information in a single, integrated experience through ewealthmanager.com, including:
Cash Advantage Checking and Cash Advantage Lending
Banking services enable you to deepen the relationship and add value to your clients through access to:
Banking services enable you to deepen the relationship and add value to your clients through access to:
- Competitive interest rates on securities-backed lines of credit
- Free interest bearing checking accounts linked directly to investment accounts
- Easy application process on all banking services
Trust Connections
Why pass on opportunities to manage your clients' trust assets when AssetMark Trust can refer you to an advisor-friendly firm for personal trust services, where you:
Why pass on opportunities to manage your clients' trust assets when AssetMark Trust can refer you to an advisor-friendly firm for personal trust services, where you:
- Can continue to be a primary point of contact
- Manage the trust investments
- Retain assets across generations by using successor trustee language enhancing the value of your practice
Custodial Services
In addition to AssetMark Trust, our open architecture platform offers a choice of custodians so you can select the option that best matches the way you want your business to operate. Each custodian offers financial stability, industry-leading data security and a reputation for integrity when it comes to securing your clients' assets.
Benefits for Advisors
- Remain the primary relationship contact while managing trust assets
- Continue to play a significant role in helping your clients make sound investment decisions
- Retain assets under management that might otherwise be managed at traditional trust departments
- Gain a competitive advantage over other advisors who do not offer these services
Benefits for Investors
- Provides a one-stop approach to help manage client investment needs
- Client retains you as the investment professional to manage their trust assets
- A wider array of investment choices than through traditional trust institutions
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.
1Exceptions apply. Accounts that are invested in a strategy over which AssetMark exercises investment discretion or are Internal Revenue Code Section 403(b)(7) custodial accounts are not eligible to participate in the ICD program.
