Market Assets

Our market and securities assets are offered through Assetmark Trust.  Our dedicated team there assist us to custom make each client's market investment strategies.  From presentation to portfolio construction to execution and periodic re-balancing and reallocating of your portfolio.  These assets are put through the strict due diligence of our team at Assetmark headed by National Consultant Patrick Gara and his staff. We have the capability to custody your assets at the top four custodians in the county, including Fidelity, Schwab, TD Ameritrade and Assetmark Trust. 

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