AssetMark
A unique, tested approach to Investing.
Our investment professionals constantly study the market to design responsive portfolios, select strategies, and vet and monitor third-party investment solutions. Through our unique investing evolved framework, we diversify your portfolios by both asset class and investment approach to construct portfolios that can adapt to markets, helping our clients stay on track toward your long-term goals.
Voya
Workplace benefits and retirement savings that WORK.
We're connecting workplace benefits and savings, simplifying the experience and helping make a more secure financial future possible - one person, one family, one institution at a time!
City National Rochdale
A Trusted Partner
The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.