Latest Articles by Jenn

AssetMark Review 2022
AssetMark is an asset management platform, predominantly supporting independent financial advisors. It rarely works directly with investors — rather, it provides asset fund management, which individual advisors can use to build client portfolios. Aside from a select number of high net worth individuals, individuals cannot independently access AssetMark. Through its ... Read More
October 20, 2021
Commonwealth Financial Network Review 2022
Commonwealth Financial Network is an independently-owned financial advisory and investment management company. It notably does not specialize in directly assisting investors —rather, it supports independent advisors with its advisory and consulting services, technology platform, investment research and portfolio management. The firm has over $133 billion assets under management (AUM) and ... Read More
October 20, 2021
Victory Capital Management Review 2022
Victory Capital is an asset management company with 10 independent franchises, plus its own brand of portfolio management. It’s headquartered in San Antonio, but has offices across the country. The firm’s more than 160 advisors solely offer investment management — they do not offer related services, such as financial planning. ... Read More
September 30, 2021