Portfolio Management

Accumulating wealth is a journey. It takes persistence and focus. Reaching your destination can mean a better life and security for you and your loved ones. To set and steer a course, you may need help from a guide you can trust.

We offer access to a variety of investment approaches that address varying market conditions and help investors stay the course. By combining approaches and aligning them with your goals, we strive to help your portfolio perform optimally to reduce the impact of market volatility without sacrificing potential opportunity.

INVESTMENT PERSPECTIVES: DUE DILIGENCE

You deserve sound investment strategies managed by some of the most respected firms in the industry. To help ascertain the quality and potential of the professionals managing your portfolio, we’ve partnered with AssetMark. AssetMark provides support and expertise through carefully choosing and monitoring a select group of investment firms that our advisors use in constructing your portfolio. Each investment firm is subject to AssetMark’s ongoing, in-depth, disciplined oversight.

BENEFITS FROM ASSETMARK’S DUE DILIGENCE PROCESS

  • Invest with confidence and ease. Knowing that your advisor works with a team of professionals who carefully vet and closely monitor the investment firms.
  • Access an institutional approach to investment firm selection. Employing a rigorous review and monitoring process, bringing institutional-quality investment strategies to your advisor on your behalf.
  • Spend time with your advisor focused on you. Having in-depth conversations to more fully understand your needs and choosing an investment mix that’s right for you, while working with trusted allies who focuses on the due diligence and investment firm selection process.
base camp

CAREFULLY SELECTED INVESTMENT SOLUTION PROVIDERS

AssetMark provides solid building blocks—well-researched institutional and boutique firms with a wide variety of investment approaches— and our job is to help our clients thoughtfully combine them in diversified portfolios targeted to specific goals.

THE FIRST STEP

The first step in working towards a customized investment portfolio in-line with your big picture objectives is to carefully define your investment risk tolerance. We’ll use the results of this questionnaire to further screen the available asset managers, matching you up with who manages investment portfolios best fitting your specific risk profile.

This information is not a solicitation for investment and does not constitute investment advice. Investors should not rely soley on this review or any other single chart, graph or information piece when making investment decisions.  Investing involves risk, including the potential for loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.  No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.  For more complete information about various investment solutions available on the AssetMark platform and the fees associated wth them, please refer to the Disclosure Brochure, which you can obtain from your financial advisor.

The O.N. Equity Sales Company and O.N. Investment Management Company are not affiliated with AssetMark.