Broker Check

Our Partners

Who We Are

"Advisors work with AssetMark because we share a common mission: making a difference in the lives of investors. We believe that independent financial advisors who have a deep understanding of their communities and put the needs of investors first provide the best path for investors to achieve their long-term financial goals.  

Our platform enables advisors to outsource high-cost and specialty services that would otherwise require significant investments of time and money. We provide an end-to-end experience, spanning nearly all elements of an advisor’s engagement with their client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing. "

*Visit https://www.assetmark.com/who-we-are for more information.

History & timeline

"In 1905, a group of Fort Wayne business leaders came together to create a life insurance company based on dependability, honesty and service. Named after our nation’s greatest leader, our company has excelled for over a century at turning challenges into new opportunities for growth and protection—for Americans and America.

Today, as Lincoln Financial Group, we’re a well-recognized family of companies steeped in our namesake’s ideals. We work together with financial professionals, employers and organizations to help individuals and families confidently plan their financial futures and protect their loved ones."

*Visit https://www.lfg.com/public/aboutus/companyoverview for more information.

Leading with Purpose

"Jackson is a purpose-driven company dedicated to helping Americans pursue financial freedom for life. For more than 50 years, we've challenged ourselves to develop competitive products that can help Americans live the life they want in retirement. 

Our associates are passionate about their work, the value our products offer to society and the impact we make in communities where they live and work. 

Our Commitment to Financial Freedom for Life 

As one of America’s top annuity providers, Jackson is leading the charge to educate Americans about the importance of protected lifetime income* and ensure the value of annuities is a foundational part of retirement planning conversations. 

We are committed to supporting our distribution partners and the thousands of financial professionals who help Americans with their financial futures. "


"We help professional wealth managers, institutional investors and private investors create and manage wealth -- and enable their long-term success by providing solutions that are both comprehensive and innovative.

Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this 50-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals."

*Visit https://seic.com/about-us/corporate-profile for more information.

"Why Choose Franklin Templeton?

Successful investing begins with ambition. And achievement only comes when you reach for it. So we never settle. We continually strive to deliver better outcomes for investors. No matter what your goals are, our deep, global investment expertise allows us to offer solutions that can help. During our more than 70 years of experience, we've managed through all kinds of markets-up, down and everything in between. And we're always preparing for what may come next. It's because of this, combined with our strength as one of the world's largest asset managers, that we've earned the trust of millions of investors around the world."


"Our single focus is to help clients achieve their investment objectives

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.

We are privileged to manage $1.1 trillion in assets on behalf of clients worldwide (as of June 30, 2020).

We have:

  • Specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies
  • Over 8,000 employees focused on client needs across the globe
  • Proximity to our clients with an on-the-ground presence in 25 countries
  • Solid financials, an investment grade debt rating, and a strong balance sheet"

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