In this age of lightning quick information,
global markets and a sea of new investment alternatives, you may
find yourself slightly overwhelmed when it comes to selecting prudent
investments. Unless you have a lot of time on your hands, access
to sophisticated research, and no small amount of financial savvy-not
to mention nerves of steel-chances are you could benefit from the
services of an expert.
Over much of this past year we have been actively researching alternative
investment approaches and money management firms in an effort to
increase the effectiveness of our investment services. The culmination
of our efforts is a new alliance with several additional prominent
investment management firms and the recent introduction of AssetMark
Investment Services. We are extremely enthusiastic about these new
alliances and believe that we have successfully expanded our ability
to customize an investment strategy for our investors and to diversify
the "management risk" in their portfolios.
Our investment system delivers those services like never before.
To manage your investments, we call on the resources of an entire
team of experts, including institutional asset allocation strategists,
distinguished academics, independent investment specialists and
some of the industry's most talented money managers. It is a class
of fee-based, institutional-quality investment management rarely
available to individual investors like you.
Our New Alliances of Investment Strategists
and Managers Include:
Wilshire Associates
Goldman Sachs Asset Management
Litman/Gregory Asset Management, LLC
Meeder Asset Management
Meridian Investment Management
Morgan Stanley Investment Management
PanAgora Asset Management
Standard & Poor's
UBS Global Asset Management |