As part of our ongoing evaluation, we have identified strategies that will no longer be offered on the AssetMark platform. Advisors with clients invested in these strategies will receive the following information soon.
AssetMark, Inc. offers investment advisory solutions for you to better serve your client’s needs. Maintaining investment solutions that help investors meet their goals, complement one another on the platform, and meet our due diligence standards are an ongoing focus at AssetMark. Today we are notifying you of the strategies that will be removed from the AssetMark platform as a result of our ongoing reviews:
- Altegris Futures Evolution Strategy Fund
- Litman Gregory Global Standard and Tax Sensitive
- Litman Gregory GuideMark ACE and Tax Sensitive
- Model Capital Tactical US
- Windham Adaptive Risk
AssetMark will stop accepting new accounts in these strategies after October 29, 2021. Existing clients can continue to access and add to their accounts. The strategies will be removed from the AssetMark platform on May 18, 2022.
Learn more about the designated replacement strategies and information on how these changes may impact your clients.
Review full announcement. If you have questions, contact your Strategic Accounts representative.
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