AssetMark Launches First Trust Investment Strategies for Financial Advisors
11 Maggio 2023 - 7:00PM
AssetMark (NYSE: AMK), a leading provider of wealth management
and technology solutions for financial advisors, today announced
the addition of First Trust, one of the industry's largest actively
managed exchange-traded fund (ETF) providers and innovators, to its
platform.
“First Trust is known for providing trusted investment products
and advisory services as well as for their focus on the needs of
financial professionals and their clients,” said David McNatt, EVP
of Investment Solutions for AssetMark. “The addition of First Trust
to AssetMark’s platform of solutions is another proof point in our
ongoing journey to provide advisors access to innovative products
and service to help them best serve the evolving needs of their
clients.”
AssetMark adds three First Trust strategies to the platform that
span the investment spectrum from core to satellite, including:
- First Trust Strategic Risk
Core Portfolios: Strategy unique to AssetMark that
aims to generate consistently higher risk-adjusted performance,
allocating across traditional, alternative, and buffered ETF
strategies.
- First Trust Diversified Low
Duration Fixed Income: Seeks to generate income above
low duration core bonds by allocating globally across sectors.
- First Trust
Alternatives: Seeks returns that are differentiated
from traditional markets by allocating across managed futures,
hedged equity, currency, opportunistic fixed income, and
inflation-protected securities.
“At First Trust, we recognize the enormous value that financial
advisors provide to their clients, especially during periods of
economic turbulence and uncertainty,” said Ryan Issakainen, CFA,
ETF Strategist for First Trust Advisors. “The strategies now
available on the AssetMark platform provide a simple and efficient
way for advisors to tap into First Trust’s best intellectual
capital and unique, innovative ETFs, as they develop long-term
strategies to help their clients reach their financial goals.”
About AssetMark Financial Holdings, Inc.
AssetMark is a wealth management platform that powers
independent financial advisors and their clients. Together with our
affiliates Voyant and Adhesion Wealth, we serve advisors of all
models at every stage of their journey with flexible, purpose-built
solutions that champion client engagement and drive efficiency. Our
ecosystem of solutions equips advisors with services and
capabilities that would otherwise require significant investments
of time and money, ultimately enabling them to deliver better
investor outcomes and enhance their productivity, profitability and
client satisfaction.
Founded in 1996 and based in Concord, California, the company
has approximately 1,000 employees. Today, the AssetMark platform
serves 9,300 financial advisors and roughly 244,000 investor
households. As of March 31, 2023, the company had $96.2 billion in
platform assets.
About First Trust
First Trust is a federally registered investment advisor and
serves as the fund’s investment advisor. First Trust and its
affiliate First Trust Portfolios L.P. (“FTP”), a FINRA registered
broker-dealer, are privately held companies that provide a variety
of investment services. First Trust has collective assets under
management or supervision of approximately $195.8 billion as of
March 31, 2023 through unit investment trusts, exchange-traded
funds, closed-end funds, mutual funds and separate managed
accounts. First Trust is the supervisor of the First Trust unit
investment trusts, while FTP is the sponsor. FTP is also a
distributor of mutual fund shares and exchange-traded fund creation
units. First Trust and FTP are based in Wheaton, Illinois. For more
information, visit www.ftportfolios.com.
Media Contact:
Alaina Kleinman
Director, Communications & Public Relations, AssetMark,
Inc.
Alaina.Kleinman@assetmark.com
SOURCE: AssetMark Financial, Inc.
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