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:
AssetMark

Hi [FirstName],

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 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 or around May 18, 2022.

Learn more about the designated replacement strategies and information that may pertain to your clients, depending on the agreement you have with AssetMark, Inc.

If you have questions, contact your AssetMark consultant or Advisor Services at 800-664-5345.

Sincerely,

AssetMark
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AssetMark

C21-18068 | 10/2021 | EXP 09/30/2022
852430-12946 ADV