Another type of all-in-one investment helps simplify the job for advisors

Easier investing experience

AssetMark is rolling out a new unified managed account (UMA) program that combines separately managed accounts (SMA) and exchange-traded funds (ETF) into a single all-in-one solution. The program is designed to simplify the investment process for advisors and provide investors with a more efficient and cost-effective way to achieve their financial goals.

Benefits of the program:

• Reduced complexity: The program combines SMAs and ETFs into a single account, which reduces the complexity of managing multiple investments.
• Lower costs: The program offers lower costs than traditional SMAs, making it more affordable for investors.
• Increased efficiency: The program streamlines the investment process, making it more efficient for advisors to manage their clients' portfolios.

The program is available to advisors through AssetMark's platform. Advisors can choose from a variety of SMA and ETF strategies to create a customized portfolio for each client. The program also includes a number of features to help advisors manage their clients' portfolios, such as performance reporting, risk monitoring, and rebalancing.

Who the program is for:

The program is ideal for advisors who are looking for a simplified and cost-effective way to manage their clients' portfolios. The program is also a good option for investors who are looking for a more efficient way to achieve their financial goals.

How to get started:

Advisors can contact AssetMark to learn more about the program and to get started. Investors can contact their financial advisor to learn more about the program and to see if it is a good fit for their needs.