The Active Advantage of AssetMark

In this weeks webinar, we focus on AssetMark Trust Company and what we are doing to manage your money with confidence. We will walk through who AssetMark is and how this company employs better technology than other firms with greater name recognition.

Established in 1994, AssetMark manages over $57 billion across 159,500 households and is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and our clients.

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200 N. Westlake Blvd., Suite 109

Westlake Village, California 91362-3783

805.495.2077   800.266.2077   888.WHY.BEPOOR

Fax: 805.497.8342

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Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Investors Advantage and SAI are separate entities.

Important Information from FINRA to consider before transferring your account. Trading instructions sent via email may not be honored. Please contact my office at (805) 495-2077 or Securities America, Inc. at 800‐747‐6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.

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