Assetmark

AssetMark, Inc. is a wholly-owned subsidiary of Huatai Securities, , Co., Ltd., a publicly traded financial services firm based in China. AssetMark is an SEC registered investment adviser that provides solutions for independent financial advisers including the AssetMark investment platform that offers Guided Portfolios. AssetMark serves as the investment adviser for the Guided Portfolios and other advisory services to clients and advisory consulting and administrative services to third party independent investment advisers.