Innovative, reliable, and flexible software solutions for portfolio management and trust operations delivered with exceptional and personal client service.
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AssetMark Trust
Investment Management
AssetMark supports the needs of independent financial advisors and their clients, including trust and custodial services. Through AssetMark Trust Company, we provide secure, reliable, and flexible supervision of your clients’ assets. Financial advisors remain the primary point of contact and manage their clients’ trust assets as needed, and gain peace of mind knowing their clients’ assets are safe and secure in the hands of dedicated professionals.
