New Products

AssetMark Unveils One Faith-Based, Two Income-Focused Strategies

Eliane Chavagnon Editor - Family Wealth Report August 13, 2015

AssetMark Unveils One Faith-Based, Two Income-Focused Strategies

AssetMark has introduced three new investment strategies for advisors using its platform.

AssetMark is offering a new socially-responsible/faith-based strategy, plus two income-focused products, from Aris Corporation of America.

Aris is the parent firm of Aris Wealth Partners which AssetMark acquired late last year.

The socially-responsible/faith-based portfolio enables investors to align their personal philosophy with their investments; the Aris Income Builder, AssetMark said, provides a diversified income stream to fund ongoing distributions; and the Aris Asset Builder makes “dynamic changes” driven by market dislocations, with a mid/long-term outlook.

The move follows the launch earlier this year of the Aris Custom High Net Worth Strategy, which provides portfolios starting at $500,000.

Aris and AssetMark have around $26 billion in combined assets on their respective platforms.

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