AssetMark advisors and their clients will have access to a team of experienced CIBC Private Wealth Relationship Managers and Wealth Strategists who can help advisors demystify complexity and present clients with customized wealth plans.
This custom investment management and comprehensive wealth planning solution is competitively priced and accessible for wealthy individuals and families.
CIBC Custom Portfolios offer tailored investment solutions, holistic wealth planning and high-touch service to support advisors and their clients, whether they’re designing a plan for managing family wealth, creating effective philanthropy strategies or planning a business transition.
The portfolios themselves are invested in a mix of equities, bonds and opportunistic strategies designed to deliver strong risk-adjusted returns.
You can learn more now by reaching out to AssetMark via our VIP Messenger. And if you'd like to do a little more due diligence first, start the research process on the TAMP Dashboard.
“We are excited for this new collaboration with CIBC Private Wealth that expands the breadth of AssetMark’s high-net-worth solutions, delivering access to customized multi-asset class portfolios and deep wealth expertise that supports our community of advisors,” said David McNatt, SVP, Product Strategy, Development and Management at AssetMark.
“The addition of CIBC custom portfolios builds upon AssetMark’s recent platform enhancements designed to provide advisors with customized solutions to meet the expanding needs of high-net-worth investors, including a streamlined securities-backed lending program and diversifying and tax-aware strategies to help preserve capital.”
