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

No-Load Mutual Funds
Text Size:     

Our No-Load Mutual Funds draw upon the expertise and institutional research capabilities of some of the industry’s leading 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
Litman/Gregory Asset Management (Tactical)
PanAgora Asset Management (Tactical)
 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)
Litman/Gregory Asset Management (Tactical)
Standard & Poor's (Strategic)
UBS Global Asset Management (Tactical) 		Strategists utilize either their own funds (Goldman Sachs, UBS) or funds selected from a wide universe using their internal research (Litman/Gregory, Standard & Poor's).

Custody & Trading Options
Genworth Financial Trust Company
Pershing Advisor Solutions
FISERV Investment Support Services

Minimum Investment
$50,000