AssetMark - Our Strategic Partner
Why We Partner with AssetMark
As an independent registered investment advisor (RIA), GCD Advisors has the freedom to select investment sources through many channels. After having done due diligence on over a dozen sources, we chose AssetMark as a trusted strategic partner because of their proven ability to deliver exceptional support, innovative investment strategies, and a commitment to empowering financial advisors and our clients.
AssetMark by the Numbers*
AssetMark’s platform exemplifies scale, trust, and expertise, making them a valuable partner in delivering comprehensive wealth management solutions to our clients.
- 263,000+ Investor households rely on AssetMark to manage their financial futures
- $127.3 Billion in platform assets reflects their strength in providing robust investment solutions
- 9,000+ Financial advisors partner with AssetMark for their unparalleled resources and tools
- 1,000+ Employees are dedicated to supporting advisors and improving the lives of investors
- 14.5% Compound Annual Growth Rate (CAGR) of platform assets demonstrates consistent performance
- $14.6 Billion in YTD production, a 16%-year over- year increase, showcases their growing impact
- #1 Ranked TAMP in the U.S., highlighting their leadership in the industry
- 73 Net Promoter Score, reflecting high client satisfaction and trust
*all information as of 11/30/24
Comprehensive Services Tailored to Your Needs
AssetMark’s services include tailored portfolio construction, access to a diverse network of strategists, and advanced financial technology. This partnership allows us to:
- Deliver personalized investment strategies aligned with your goals and risk tolerance.
- Leverage cutting-edge technology to provide a streamlined and efficient planning process.
- Offer expert support for tax and estate planning integration.