Investment Management graphic Client Relationship Management graphic Practice Management graphic Custodial Services graphic About Us  
   

Mutual Fund Portfolios
Text Size:     

Our Mutual Fund Portfolios draw upon the expertise and institutional research capabilities of qualified Portfolio Strategists.  These specialists construct model asset allocations reflecting Risk/Return Profiles, tactical or strategic asset allocation approaches and other considerations.

The portfolios are then composed of no-load funds selected from hundreds of carefully screened funds representing some of the most respected fund families.  
   
The fund’s selected may include actively managed, indexed and fundamentally indexed objectives, and may include AssetMark Funds or proprietary funds from the Portfolio Strategists’ own fund family.  

  

YOU MAY ALSO BE INTERESTED IN

MUTUAL FUND PORTFOLIOS

ASSETMARK FUNDS
Portfolio Strategists Investment Managers
Callan Associates (Strategic)
Litman/Gregory Asset Management (Tactical Constrained)
New Frontier (Strategic)
 The AssetMark Funds are a family of No-Load Mutual Funds offering a diverse range of investment implementation options.


OTHER MUTUAL FUNDS
Portfolio Strategists Investment Managers
Goldman Sachs (Tactical Constrained)
JPMorgan (Tactical Constrained, Absolute Return)
Litman/Gregory Asset Management (Tactical Constrained)		 Strategists utilize either their own funds (Goldman Sachs, JPMorgan) or funds selected from a wide universe using their internal research (Litman/Gregory).

Custody & Trading Options
Fidelity Registered Investment Advisor Group
Genworth Financial Trust Company
Pershing Advisor Solutions
TD AMERITRADE Institutional

Minimum Investment
$50,000