Private Client Group

“Before beginning, plan carefully” – Cicero

Turn Independence Into Confidence

Independent-minded investors don’t need to be told how to approach investing. They’ve researched and examined different investment solutions. They know inflexible solutions that rigidly follow a single strategy regardless of market direction aren’t for them. They want to stay flexible and maintain their independence. But, as much as they want to follow their own path, they also want to lead the lifestyle they desire, and they know going it alone in evolving markets and an ever-changing economy can be taxing and time-consuming.

It’s for these kinds of investors that AssetMark, Inc. has designed the advisory services offered through Your Private Client Group (“YourPCG”), an independent registered investment advisor. YourPCG provides independent-minded investors access to flexible investment solutions designed and managed by AssetMark with input from third-party Portfolio Strategists and investment advisors with proven track records. The advisory services available through YourPCG offer transparency in both investment strategy and performance, making it easier for independent-minded investors to approach investing on their own terms, and to evaluate their strategy as they go.

If you’re ready to work with a wealth management advisor who offers innovative investment solutions, the freedom to approach the market on your own terms, and is dedicated to meeting your unique needs and investment objectives, call YourPCG today.

To learn more about the services we provide in conjunction with Bob Brinker and AssetMark, please see our brochure.

YourPCG has partnered with AssetMark to deliver robust investment solutions, including the BJ Group Services, in which asset allocation decisions are guided through an exclusive agreement between AssetMark & Bob Brinker, one of the nation’s most prominent tactical asset allocation strategists.

Financial Advisors

Todd D'Agostino

Vice President

Ken Graham

Vice President

Investment Approaches

Aggressive

This investment objective is the most aggressive, best suited for long-term, growth-oriented investors willing to accept higher volatility in the pursuit of potentially higher returns. The focus is on domestic large-cap and international equities.

Growth

This investment objective is most suitable for Clients whose primary objective is the growth of capital and is designed to meet the objectives of growth-oriented investors, utilizing mutual funds to invest in a diversified broad base of domestic large-cap and international equities.

Growth-Income

This investment objective utilizes mutual funds that invest in domestic large-cap and international equities in addition to fixed income securities. This objective is most suitable for Clients who desire moderate growth of capital with a minor emphasis on income.

Balanced Growth

This investment objective utilizes mutual funds that invest in a diversified, broad base of domestic and international equities, in addition to fixed income securities, to provide balance and diversification. With a more conservative growth and income objective, this objective emphasizes preservation of capital and limited volatility. This objective is designed for a Client’s core holdings.

Balanced

This investment objective is designed for conservative investors seeking risk levels consistent with a portfolio that has a solid weighting in fixed income positions. High priority is placed on preservation of capital and limited volatility. Portfolios consist of mutual funds that invest in domestic large-cap and international equities in addition to fixed income securities. This objective is most suitable for Clients who place emphasis on generating current income, rather than growth of capital.

Fixed Income

This investment objective seeks current income through a diverse portfolio of mutual funds investing in U.S. Government, corporate, high yield, international, and inflation protected securities along with cash equivalents. This objective is appropriate for investors seeking risk levels consistent with portfolios composed mainly of fixed income positions.

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