Investment Advice and Management

At Franklin Planning, we focus on understanding your needs and tolerance for risk to better tailor your portfolio to your unique situation. We partner with AssetMark because we share a common mission: making a difference in the lives of investors. As an independent financial advisor, we make it a point to have a deep understanding of our clients’ needs and to provide the best path for them to achieve their long-term goals.

We develop an investment solution by partnering with investment strategists, and adjusting portfolios based on our clients’ circumstances and market conditions. Most importantly, we continually monitor and review investment strategies.

We hold regular review meetings to ensure that our clients are on track to meet their goals. We are always available for touch base conversations to answer questions and address our clients’ evolving needs.

We provide ongoing due diligence of our investment strategies. By working with AssetMark, you’re backed by a team of professionals with a disciplined approach to investment research.

We search the universe of over 850 investment managers looking for approaches and capabilities that fit into the way we construct portfolios

We look for managers who offer innovative solutions and appreciate advisors’ needs for transparent and disciplined process

The team’s extensive 6-step review includes a comprehensive evaluation and visits to strategist’s offices

Our team of experienced due diligence professionals has knowledge, contacts and experience that goes beyond a database

We evaluate the candidates for characteristics that will complement our existing strategists

The team presents final recommendations to the AssetMark Investment Committee