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AssetMark Adds More High Net Worth Strategies
Eliane Chavagnon
6 April 2015
AssetMark, which provides investment and consulting solutions to financial advisors, has built out its roster of investments for high net worth clients, which it recognizes as a growing consumer segment. The firm has added the William Blair Custom High Net Worth Strategy and the Aris Custom High Net Worth Strategy to sit alongside its existing Custom High Net Worth Strategy. William Blair portfolios generally include a "custom and tax-aware" mix of US and international equities and mutual funds, bonds and liquid alternative strategies. The Aris strategy has been added as part of AssetMark's recent acquisition of Aris Corporation of America and provides custom portfolios starting at $500,000.