Find the Right Solution

Our solutions are expertly constructed as building blocks for AssetMark portfolios: Select one or combine several to design an overall investment solution for your clients. Our strategies are grounded in a proprietary, research-based investment approach with insightful perspectives—we view and access the markets in ways that are both innovative and effective.
Savos Personal Portfolios

Core Markets

Savos Personal Portfolios

Savos Personal Portfolios combines Savos investment expertise with highly valued investment features to provide a personalized investment experience.

Complete Solution
Savos Personal Portfolios combine individual stocks, yield-focused bond strategies, and a tactical allocation to manage risk—all in one portfolio.

Designed for Flexibility
Ready-to-go portfolios with growth, income, or Environmental, Social, and Governance (ESG) focus for clients of all risk needs. Additional strategies and ability to adjust allocations allow for portfolio customization.

Tax-Smart Where It Matters
Tax sensitive portfolios receive a personalized tax-managed transition, municipal bond options, and automated tax-loss harvesting.

GMS High Dividend

PMP High Dividend 2

Savos GMS and PMP Strategies

Designed to tap into the global economy for broad market exposure and tax-efficient long-term growth.

Individual Equities
These portfolios are built on a foundation of individual stocks to allow for precise portfolio construction. We treat equity investments as ownership stakes in global businesses.

Stocks Optimized for Performance
Savos optimizes the individual equity portfolios in Core Markets strategies to pursue attractive characteristics while limiting sector overexposure.

Geographically Calibrated
Emphasize different geographic areas using our Core Markets strategies, including dividend-oriented US large cap and global—available across the risk spectrum, from conservative to maximum growth.

Make it Personal
Customize Savos portfolios to reflect client values or help clients define a tax strategy when transferring assets. Personalization is part of our standard service.

US Risk Controlled Strategy

Tactical Strategy

Savos US Risk Controlled Strategy

Designed to provide exposure to the equity market while aiming to avoid the dramatic highs and lows that can accompany equity investing. 

Market Adaptable
At any point in time, the allocation of the strategy reflects the current market environment. The strategy seeks to move with the US equity market, systematically adapting to changing market conditions to maintain a consistent level of volatility. By maintaining a more consistent level of volatility, the strategy aims to help protect assets and keep clients focused on the long-term.

Transparent Process
Stock market exposure is determined by a clear set of pre-defined rules, so you know what to expect from the portfolio investment process.

Stock optimization
Savos selects and optimizes a group of individual stocks to help clients pursue their growth goals, with the aim of avoiding the dramatic highs and lows that can accompany equity market investing.

Preservation Strategy

Bond Ladders

High Income

National Municipal

Bonds and Bond Alternatives

Savos Preservation Strategy and Bond Solutions

Designed for use as either a stand-alone investment or in combination with other strategies, these solutions can help smooth overall portfolio volatility.

Risk-Managed Global Solution
Centered on our proprietary risk management approach, this global macro strategy seeks to help protect assets in unpredictable market environments.

Custom and Standard Laddered Solutions
Savos fixed income laddered investments provide transparent, cost-effective access to US government bonds. We offer customized, cost-effective solutions with low investment minimums. 

High Yield Solution
As part of a diversified portfolio, the Savos high yield solution seeks to provide higher and more consistent income over time.

Tax-Exempt Solution*
Savos offers a municipal bond solution to help clients meet their goals by offering income generally exempt from federal taxes and, in some cases, state taxes. 

The information on this website is not a solicitation for investment. Individual investors should consult with their financial advisors before making any investment decisions. Savos is not a tax advisor. Always consult with a qualified tax advisor before making any investment decisions. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non‐diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Stock prices rise and fall based on changes in an individual company's financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. There is no guarantee that equities, or any other asset class, will outperform in the near or long term. Managed futures trading is speculative and volatile and involves a high degree of risk. Trading in futures and commodities is not appropriate for all persons, as the risk of loss is substantial. Therefore, except for those considered to be bona fide hedgers, investors should only use risk capital in futures trading. There are special risks associated with an investment in real estate, including credit risk, interest rate fluctuations and the impact of varied economic conditions. In addition to market risk, there are certain other risks associated with an investment in bonds, such as default risk, the risk that the company issuing debt securities will be unable to repay principal and interest, and interest rate risk, the risk that the security may decrease in value if interest rates increase. High-yield bonds, commonly known as junk bonds, are subject to greater loss of principal and interest, including default risk, than higher-rated bonds. This may result in greater share price volatility. Investments in municipal instruments can be volatile and significantly affected by adverse tax or court rulings, legislative or political changes, market and economic conditions, issuer, industry-specific (including the credit quality of municipal insurers), and other conditions. There is no guarantee that a Bonds & Bond Alternatives strategy will be profitable or prevent losses in a declining market.

*Income from municipal bonds is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).

Alternative investments are not suitable for all investors as the risk of loss is substantial. Please consider the investment objectives, risk factors, charges, expenses, and investor financial suitability requirements carefully before investing.