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Concord (formerly Drunken Indian and Todos Santos)

Advisors & Consultants

Assetmark Investment Services

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Assetmark Investment Services

Overview:

AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.

Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.

Advisors work with AssetMark because we share a common goal: making a difference in the lives of investors. We believe that advisors are at their best when they have more time with their clients — listening to their concerns, navigating obstacles and charting a productive course for their future.

Using our innovative investment and management solutions, delivered through compelling technology and outstanding service, advisors can build a better future for their clients while also building more successful businesses for themselves.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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