AssetMark Trust Company

Ferguson Financial Advisors has selected AssetMark Trust Company as the primary custodian for our clients' accounts. Having AssetMark act as custodian for client assets provides us access to a wide range of services to help serve our clients.

AssetMark has more than 20 years of experience serving independent advisors. Through its comprehensive offering of compelling technology, curated investment solutions, and service and operations, they help create meaningful outcomes for our clients. 

UNIQUE INVESTMENT APPROACH
Their differentiated approach to portfolio construction, Investing Evolved, is designed to keep you invested through all market cycles. This framework can help determine the right mix of solutions to meet your investment objectives while managing risk in your portfolio.

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