IMPORTANT INFORMATION

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. Please consult with a tax advisor regarding particular circumstances. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact an AssetMark Consultant.

Securities-backed loans may not be suitable for all loan parties (e.g., borrowers, pledgors, and guarantors) and carry a number of risks, including the risk of a market downturn, tax implications if pledged securities are liquidated, the potential increase in interest rates, and other risks. If the value of pledged securities drops below certain levels, loan parties may be required to pay down the loan and/or pledge additional securities. Please consider these risks and whether a securities-backed loan is appropriate before you proceed; carefully read the securities backed line of credit application and Line of Credit and Securities Agreement for further details.

AssetMark Trust Company is an Arizona trust company, and an affiliate of AssetMark, Inc. AssetMark CashAdvantage Lending is a Service Mark of AssetMark Trust Company.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Asset Management, a division of AssetMark, Inc., includes the firm’s proprietary investment strategies. AssetMark and third-party service providers are separate and unaffiliated companies, and each company is responsible for their own content and services.

To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents.

7766714.1 | 03/2025 | EXP 03/31/2027