Strengthening Wealth Management: Members Trust Partners with AssetMark

Members Trust Company and AssetMark Collaboration

Members Trust Company, a leader in directed and delegated trust and estate administration for financial institutions, has announced an exciting partnership with AssetMark. This new strategic collaboration is designed to enhance the trust and estate services available to advisors utilizing the AssetMark platform, delivering comprehensive trust solutions accompanied by exceptional service.

Joining Forces for Enhanced Advisor Support

With this relationship, Members Trust Company will become part of AssetMark's Trust Connections Program. This initiative connects financial advisors with some of the most advisor-preferred firms in the industry, facilitating the delivery of essential expertise and services necessary for advisors to effectively grow and manage trust client relationships.

Ken Lako, CEO of Members Trust Company, expressed excitement about this alliance, stating, "Aligning with AssetMark, an organization renowned for its dedication to advisor success and client satisfaction, marks a vital step forward. This collaboration will enable us to broaden our outreach and provide AssetMark’s advisors with access to premium trust and estate resources tailored to their specific objectives."

Enhanced Services for Financial Advisors

The collaboration with AssetMark reflects a commitment to enhancing the educational and support resources available for financial advisors. As Brad Wheeler, President of AssetMark Trust Company, highlighted, "Our expanding advisor base continually demands efficient trust service solutions. Members Trust will not only amplify that access but their personalized support model perfectly complements our strategies. This partnership will also significantly improve the educational experiences for financial advisors, enhancing their overall client engagement and satisfaction levels."

About Members Trust Company

Members Trust Company is a nationally chartered trust entity, serving clients in all 50 states. Dedicated to addressing the distinct requirements of Registered Investment Advisors (RIAs), broker-dealers, and credit unions, Members Trust Company has been at the forefront of trust and estate administration for nearly four decades. With over 6,000 clients, its headquarters in Tampa, Florida, is complemented by regional offices aimed at providing tailored solutions that empower financial advisors and institutions alike.

The company's commitment to innovation and exceptional service ensures that partners and clients achieve their strategic goals. National Headquarters is located at 14055 Riveredge Drive, Suite 525, Tampa, FL 33637, and they can be reached at (888) 727-9191.

Capabilities of AssetMark

AssetMark provides a wealth management platform dedicated to enhancing the advisor-client experience. With a mission focused on empowering financial advisors and their clients, AssetMark operates alongside its affiliates, including AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions. Together, they equip financial advisors with tailored solutions that drive efficiency and promote stronger client engagement.

Performance Insights from AssetMark

Since its inception in 1996, AssetMark has expanded its reach significantly, currently supporting over 9,000 financial advisors and serving more than 263,000 investor households. As of the latest reports, the company boasts over $127 billion in assets managed across its platform. AssetMark, Inc. is a fully Registered Investment Adviser registered with the U.S. Securities and Exchange Commission.

Frequently Asked Questions

What is the purpose of the partnership between Members Trust Company and AssetMark?

The partnership aims to enhance the availability of trust and estate solutions for financial advisors, enabling better service delivery to their clients.

How does the Trust Connections Program work?

The Trust Connections Program connects financial advisors with leading firms that offer specialized trust services, helping them access essential resources.

What benefits do advisors gain from this collaboration?

Advisors will gain access to top-tier trust and estate resources, improved support, and enhanced educational opportunities to better serve their clients.

Who are the main executives involved in this partnership?

Ken Lako, CEO of Members Trust Company, and Brad Wheeler, President of AssetMark Trust Company, are key figures in this collaboration.

What is the mission of AssetMark?

AssetMark's mission is to support financial advisors and their clients by providing effective, tailored solutions that improve client outcomes and enhance advisor productivity.

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