AssetMark Expands Lineup of Tactical Unconstrained Strategists

CONCORD, Calif., April 30, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving financial advisors, has added three new portfolio strategists to its platform in the Tactical Unconstrained category: Beaumont Capital Management (BCM), William Blair & Company, and Windham Capital Management.

"In light of the importance of managing clients' expectations related to market volatility, we recognize how vital it is that advisors have access to managers and products that diversify the equity portions of clients' portfolios," said Mike Abelson, CFA, Senior Vice President of Investment & Product. "We added these three strategists to the AssetMark platform to give our advisors breadth and depth in this category."

The Tactical Unconstrained approach to asset allocation removes limits on the extent and frequency of allocation shifts in an equity portfolio, allowing for a more aggressive response to changes in outlook. AssetMark offers advisors a variety of options to choose from within this category, from boutiques to institutional managers. The new strategists join a robust existing lineup that serve as effective compliments to the equity allocations provided by traditional strategies also offered on the platform.

"Every portfolio strategist or investment manager seeking to join our platform is subject to a thorough evaluation to ensure that we present our advisors with sound choices in terms of investment philosophy, process rigor and risk management," said Zoe Brunson, ‎CFA, Director of Investment Strategies at AssetMark. "BCM, William Blair and Windham satisfied the high standards to which we hold managers on our platform. In addition, each brings a unique approach to the Tactical Unconstrained category."

The Beaumont Capital Management strategy integrates key concepts from behavioral finance relating to the asymmetry of people's emotional responses to gains and losses, with the goal of providing downside protection and smoother, more reliable gains. William Blair & Company wraps the core position in its global macro mutual fund with ETFs and employs a strategy which is informed by a unique valuation and risk management approach across multiple asset classes including currencies. Finally, Windham Capital Management uses a top-down asset allocation approach based on two proprietary risk measures; one based on general health of the markets and the other on market vulnerability to shocks.

About AssetMark, Inc.
AssetMark, Inc. is an independent strategic provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals.

The firm has approximately $22 billion in assets on its platform and a history of innovation spanning nearly 20 years. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients. For more information, visit www.assetmark.com.

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SOURCE AssetMark, Inc.