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CONCORD, Calif., Sept. 06, 2017 -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions, today announced the launch of its new retirement business, which will allow advisors to deliver high-touch consulting and efficient plan management to smaller plans. Advisors can now meet all of their clients’ retirement needs with a single solution, making it highly efficient for both the advisor and Plan Sponsor.
With over 20 years of experience helping advisors, AssetMark built their retirement offering specifically for advisors who work with small business owners. It provides unique access to a curated lineup of institutional quality mutual funds and portfolio models traditionally available to only larger retirement plans. Smaller plans mainly have access to proprietary and insurance products that often come with high fees.
“Advisors are always looking for ways to differentiate themselves, especially in today’s competitive market,” said Cathy Clauson, SVP of Retirement Solutions at AssetMark. “With our new retirement offer, advisors will be able to expand their offering and drive business growth by building out an institutional quality retirement practice.”
In addition to providing a high quality and low-cost investment lineup, AssetMark efficiently consolidates all its retirement services into one package. By bundling record-keeping and administrative services, it eliminates the need for both advisors and Plan Sponsors to negotiate with multiple partners. A consolidated solution also empowers new advisors to enter the retirement space, knowing that that they can rely on AssetMark’s offering, including industry leading technology, multi-lingual capabilities and expert support.
“Our goal is to help advisors expand their service offering so that they can consult on their clients’ business and personal financial needs and become indispensable partners,” said Natalie Wolfsen, EVP and Chief Commercialization Officer at AssetMark.
About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has more than $37 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.
MEDIA CONTACT: Andrew Jarrell, Group Gordon [email protected] (212) 784 5721
