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Jun 26, 2023 · While distinct, Faith-based investing is part of a broader umbrella of values-based investing, which includes, but is not limited to, socially responsible investing (SRI), environmental, social, and governance (ESG) investing, and impact investing.
Jun 2, 2023 · Faith-based investing involves aligning an investment portfolio with religious beliefs and teachings. No matter their religion, anyone can be a faith-based investor, including individuals and organizations. Faith-based investing isn’t a separate asset class. It can fit into any portfolio strategy.
Aug 13, 2024 · Assetmark, registered in 1999, serves 53 state(s) with a licensed staff of 187 advisors. Assetmark manages $65.6 billion and provides investment advisory services for 374,572 clients (1:2003 advisor/client ratio).
- $65.6 billion
- 1:2003
- $175,181
Assetmark has advisors who are representatives of broker-dealers, resulting in earned commissions from transactions that involve brokerage firms’ sub-advising of its mutual funds. However, the firm and its advisors have a fiduciary duty to always act in clients' best interests.
Sep 5, 2024 · AssetMark has 5 employees across 3 locations and $708.5 m in annual revenue in FY 2023. See insights on AssetMark including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.
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Jun 6, 2021 · But while this growing fee consciousness means that clients are better informed than ever, it does create new challenges and expectations for financial advisors. Understanding this trend is key to providing a higher level of service for your clients.
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Jun 14, 2024 · Yes, the people running AssetMark have a duty to their investors, whoever those people happen to be. Their primary duty, however, is to the customers who sustain the enterprise day by day. That’s the advisors and indirectly the clients. Those 9,200 advisors on the platform are the enterprise.
