AssetMark co-founders Ron Cordes, Brian O'Toole and Richard Steiny have updated and released the second edition of The Art of Investing & Portfolio Management: A Proven Six-Step Process to Meet Your Financial Goals.  

Published by McGraw-Hill, The Art of Investing takes a comprehensive look at the proven investment management approach employed by AssetMark Investment Services and our more than 2,000 Advisors nationwide. Each chapter offers up to date analysis of how to design, implement and maintain an investment plan that will help investors:

• Leverage the insights and strategies of the most skilled and successful investors in the business.
• Focus on the long term and stay disciplined during good and bad market environments.
• Make the best choices about their financial assets consistently.
• Achieve their full range of financial goals.
• Plan to meet their income needs as they plan for retirement

Premier Consultants: Be Part of The Art of Investing

The second edition of the book offers you an exceptional opportunity to build credibility among clients and prospects, as well as impart the key lessons of financial success. 

If you are a Premier Consultant, you can incorporate the book into your practice through our Premier Consultant Publishing Program.  This Program offers you the ability to write a customized foreword for the book to market to your clients.  It also provides you with access to our customized Business Development Kit to aide you in marketing the book to your clients and prospects.

As another option, you can order The Art of Investing & Portfolio Management through our Discount Book Program for $15 each – more than a 50% discount from the publisher's retail price (books must be purchased in boxes of 20).

Please contact your Regional or Internal Consultant for more information.