Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses.

These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. For more information, visit Ameritas.com.

We partner with a team of credentialed individuals exclusively focused on meeting the needs of modern clients, which includes the full spectrum of client driven thought leadership. Our relationship with Ameritas provides us with wealth management assistance through their industry leading advanced market and business development partnerships.

Ameritas provides us with interactive educational seminars, strategic financial planning assistance, and forums that are tailored to the needs of modern clients by focusing on their best interests.

AssetMark’s platform empowers financial professionals to provide the highest level of service possible to their clients. They help provide us with innovative solutions, insightful guidance, and our undivided attention.

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients by providing holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure our business is running at its best or offering a comprehensive suite of investment solutions.

Assetmark provides a selection of individual and institutional investment management services. These offerings include a number of different programs and investing strategies. We work with AssetMark to pair clients with the program that best fits their needs, which include risk tolerance, time horizon, income needs and more.

In addition, AssetMark provides our firm with business consulting services, technology solutions and continuity services.

For more information, visit assetmark.com.

For more information, visit capitalgroup.com.

For more information, visit vanguard.com