AssetMark, Inc. disclosed a new stake in Merck & Co., Inc. in a filing on March 31, 2020
May 17, 2020
Institutional Holdings Changes
AssetMark relies on a number of external sources, research service providers and unaffiliated third-party portfolio strategists and investment management firms in the analysis of individual securities and in seeking out sources of information in the performance of their services. In constructing portfolio, the firm carefully select investment providers based on rigorous standards, including investment philosophy, experienced people, clearly-defined processes, and performance that reflects their philosophy. Their investment approaches include core market exposure, enhanced return focus, limit loss focus, equity alternatives, bonds and bond alternatives.