Summary
This document is a guide that outlines the AMRS Overview and its value proposition for financial advisors. It details the structure and offerings of AMRS as a 3(38) investment fiduciary designed for advisors, emphasizing the customized investment lineups supported by AssetMark's due diligence team. The guide presents various investment strategies, including model portfolios and stand-alone investments, catering to high-net-worth employees and plan participants. It explains the access to different plan types and recordkeepers, highlighting the resources available to grow advisory practices. Additionally, the document includes a case study on Carthage Hospital, illustrating a holistic process for plan management. The guide concludes with next steps for advisors and eligibility requirements for self-directed brokerage accounts, ensuring that all information is presented for financial advisor use only.
