AssetMark Launches Savos Personal Portfolios
September 11 2019 - 10:00AM
AssetMark, Inc., a leading provider of innovative investment and
technology solutions, announced that Savos Personal Portfolios are
now available on the AssetMark platform. Savos Personal
Portfolios offer features that are usually found in high-net-worth
solutions at an accessible investment minimum and can be customized
to meet clients' needs and adapt as those needs change.
“We think today’s investors are looking for more
personalized features and solutions that fit into their unique
situations and we’re excited to offer them for a $250,000
investment,” said Jason Thomas, Chief Executive Officer and Chief
Investment Officer of Savos. “We offer portfolio comparison
analysis and tax-managed transition services, making it easy for
advisors to compete for this client segment and have more engaged
discussions with clients about their financial goals.”
Savos Personal Portfolios enhance AssetMark’s
current platform offerings, addressing a range of client investment
objectives, including growth and income. “We’re continually looking
for investment solutions that provide value to financial advisors
and their clients, and complement our investment platform,” said
Natalie Wolfsen, Chief Solutions Officer at AssetMark. “These
portfolios provide personalization and quality service in an
accessible and affordable manner for the aspiring affluent and
affluent client.”
Savos Personal Portfolios feature strategies
managed by Savos Investments. They incorporate individual stocks,
yield-focused fixed income and a tactical strategy that seeks
additional equity exposure when the markets are rising and reduces
equity exposure to avoid large losses in downturns.
Learn more at assetmark.com/personal-portfolios.
About AssetMark Financial Holdings,
Inc.AssetMark Financial Holdings, Inc. (NYSE: AMK) is a
leading provider of extensive wealth management and technology
solutions that power independent financial advisers and their
clients. AssetMark, Inc., an investment adviser registered with the
Securities and Exchange Commission, operates a platform that
comprises fully integrated technology, personalized and scalable
service and curated investment solutions designed to make a
difference in the lives of advisers and their clients. AssetMark
has $56.1 billion in platform assets as of June 30, 2019 and a
history of innovation spanning more than 20 years.
SOURCE: AssetMark, Inc.
MEDIA CONTACT:Lexy Siegel, Group Gordon
LSiegel@GroupGordon.Com(212) 784 5727
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