[First_Name],

Are you taking advantage of the untapped opportunity around cash management?

Most advisors seem to recognize that cash management services would give them a competitive edge, but few actively provide solutions or engage in conversations about their clients’ cash reserves.

Three reasons to engage clients on cash:

1. Support Short-Term Needs: Clients often hold large cash balances to meet their financial needs within three years. Effective cash management helps to ensure these needs are met safely while capitalizing on competitive rates.
2. Defensive Strategies: Clients worry about market forces and seek defensive strategies against inflation, interest rate fluctuations, recession fears, and banking sector instability.
3. Significant Opportunity: Affluent households with $500k investable assets allocate 13% to cash on average.¹ High-net-worth clients hold 34% of assets in cash.²

When you’re ready to engage your clients in the cash discussion, here are just a few of AssetMark’s expanded cash solutions:

• Savos Short Term US Treasury Ladders: 15-month treasury ladder with highly competitive yields
• JP Morgan & BlackRock Money Market Funds: Liquid, cash-like solution with next-business-day availability
• AssetMark CD Plus^™: Access to short-term CDs to counter bank offerings

View our line-up of cash accounts and short-term investments.

Are you ready to grow your practice with cash solutions? Let’s talk!

Thank you!

Investments are not FDIC insured, not bank guaranteed, and can lose value.

¹ Cerulli US High Net Worth and Ultra High Net Worth Markets 2023., Net Worth Component by Financial Asset Range, 2021E. Note that the data does not include short-term bond funds but does include all individual bond holdings, regardless of duration.
² KKR 2023 Family Capital Survey