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🟢 השווקים עולים. כל חברי הקהילה שלנו, עם מעל 120 אלף איש, יודעים מה לעשות לגבי זה. עכשיו זה גם בידיים שלך. קבלו 40% הנחה
(GPMIX) GuidePath® Multi-Asset Income Allocation Fund Service Shares
הוסף ל/הסר מתיק ההשקעות
הוסף לתיק האישי
10.71
-0.03
-0.30%
- דירוג Morningstar:
- סה"כ נכסים: 101.44M
GuidePath Multi-Asset Income Allc Svc
10.71
-0.03
-0.30%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
GPMIX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת GuidePath® Multi-Asset Income Allocation Fund Service Shares. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של GPMIX – וכן מידע נוסף.
פרטי התקשרות
כתובת
2300 Contra Costa Blvd., Suite 600 Pleasant Hill, CA
Pleasant Hill,CA 94523
United States
Pleasant Hill,CA 94523
United States
טלפון
800-664-5345
פקס
925-521-1050
אינטרנט
www.AssetMark.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| David McNatt | Portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Mr. McNatt is an Executive Vice President and Head of Investment Solutions for AssetMark, and serves as Portfolio Manager for the GuidePath® Growth Allocation Fund, GuidePath® Conservative Allocation Fund, GuidePath® Tactical Allocation Fund, GuidePath® Absolute Return Allocation Fund, GuidePath® Multi-Asset Income Allocation Fund, GuidePath® Flexible Income Allocation Fund, GuidePath® Conservative Income Fund, GuidePath® Income Fund, and GuidePath® Growth and Income Fund since June of 2021. He leads the firm’s Investment Solutions Group which focuses on providing asset management excellence and ensuring the AssetMark platform provides financial advisors and their clients investment products and services that meet their evolving needs. In his capacity, Mr. McNatt oversees the four groups comprising AssetMark’s Investment division including: Platform Investment Strategy; Investment Management; Investment Service and Operations; and Product Strategy & Development. Mr. McNatt served as Senior Vice President, Product Strategy and Management from 2015 to 2021. Prior to joining AssetMark, Mr. McNatt held senior leadership roles at Russell Investments, Charles Schwab and Franklin Templeton focused on the strategy, development and management of asset management products and services. | ||
| Selwyn Crews | Portfolio Manager | 2020 | עכשיו |
| ביוגרפיה | Mr. Crews is Director of Portfolio Management for AssetMark, responsible for managing specific portfolios and solutions for the firm. Mr. Crews joined the firm in 2011. Prior to 2011, Mr. Crews was a leader at Genworth Financial where he was responsible for risk oversight of mutual funds in Variable Annuity products. | ||
| Matthew Goff | Director | 2021 | 2022 |
| ביוגרפיה | MATTHEW GOFF, CFA, Director of Quantitative Strategies at Savos. Mr. Goff joined Savos Investments in 2018. Previously, he was President of Perfect Capital, a company he co-founded to provide digital investment solutions for advisors and individuals. Prior to that, he led the US Equity iShares portfolio management team for BlackRock. Mr. Goff is a Chartered Financial Analyst ® , with an MBA from The Haas School of Business, UC Berkeley and a BS in Chemical Engineering from The California Institute of Technology. Matt Goff has been employed by BFA and BTC as a portfolio manager since 2008. Prior to that, Mr. Goff was a portfolio manager at US Trust from 2007 to 2008, a product manager at Iris Financial Solutions from 2006 to 2007 and a product manager at MSCI Barra from 2003 to 2006. | ||
| Jason Thomas | CIO (Chief Investment Officer) | 2021 | 2021 |
| ביוגרפיה | JASON THOMAS, Ph.D., CFA, Chief Executive Officer and Chief Investment Officer of Savos Investments. Mr. Thomas joined Savos Investments in 2014. Previously, he was the Chief Executive Officer of Portfolio Design Labs, a company he founded to provide next generation risk measurement and management to investment advisors and institutional investors. Prior to that, he was the Chief Investment Officer of Aspiriant, a leading independent wealth management firm. Mr. Thomas is a Chartered Financial Analyst®, with a Ph.D. in Economics from the University of Southern California and an MBA from the Stanford University Graduate School of Business. | ||
| Natalie Wolfsen | - | 2020 | 2021 |
| ביוגרפיה | Ms. Wolfsen is Executive Vice President and Chief Solutions Officer for AssetMark. She leads the firm's Strategy and Solutions Group which monitors the evolving needs of financial advisors and their clients to drive the development of products and services to meet those needs. Additionally, she manages AssetMark’s investment teams, overseeing strategic due diligence and the ongoing evaluation of solutions available on the platform. Ms. Wolfsen served as AssetMark’s Chief Commercialization Officer from 2014 to 2018. Prior to joining AssetMark, Ms. Wolfsen was most recently head of marketing for New York-based asset manager First Eagle Investment Management. She previously served as head of product management and development for Pershing and spent several years at Charles Schwab in product development, marketing and strategy roles. | ||
| Zoë Brunson | Portfolio Manager | 2012 | 2021 |
| ביוגרפיה | Ms. Brunson is Senior Vice President of Investment Strategies for AssetMark. Ms. Brunson is Director of Investment Strategies for GFWM, responsible for managing specific areas of the firm’s research, due-diligence and portfolio management functions. Ms. Brunson joined the firm in 2007. Prior to 2007, Ms. Brunson was a Director at Standard & Poor’s where she led the team responsible for manager research and multi-manager portfolios. | ||
| Davin Gibbins | Senior Vice President | 2012 | 2021 |
| ביוגרפיה | Mr. Gibbins is a Senior Vice President and serves as Chief Investment Officer of Aris, a division of AssetMark, Inc., and Portfolio Manager. Mr. Gibbins joined the firm in 2014. Previously, Mr. Gibbins was the Chief Investment Officer for Aris Corporation. Mr. Gibbins chairs the Aris Investment Committee. He specializes in quantitative portfolio management and strategic/tactical asset allocation analysis within the Investment Services Group (ISG) of Aris Wealth Services. He has more than 20 years of experience within the financial services industry, and has worked extensively in both fixed income and equity markets. Mr. Gibbins has earned the designation of Chartered Financial Analyst from the Board of Governors of the Association of Investment Management and Research, and Chartered Alternative Investment AnalystSM from the Chartered Alternative Investment Analyst Association. He is a member of the Toronto Society of Financial Analysts, the CAIA Association and an affiliate of the Market Technicians Association. Mr. Gibbins holds a bachelor’s and a master’s degree in statistics from the University of Toronto." | ||
| Mike Cheng | Vice President | 2012 | 2021 |
| ביוגרפיה | Mr. Cheng is Vice President of Quantitative Research for AssetMark, responsible for researching and developing quantitative models and analytics for the firm’s due-diligence and portfolio management functions. Mr. Cheng joined the firm in 2015. Mr. Cheng serves as a portfolio manager for the GuidePath ® Conservative Income Fund, GuidePath ® Income Fund, and GuidePath ® Growth and Income Fund since their inception in 2018. Prior to 2015, Mr. Cheng was a quantitative developer/analyst responsible for the trading strategy and risk model developments at Phalanx Capital Management, a multi-strategy hedge fund. | ||
| Gary Cox | Vice President | 2012 | 2020 |
| ביוגרפיה | Mr. Cox is Director of Portfolio Management for AssetMark . Mr. Cox joined the firm in 2008. Previously, Mr. Cox served as a Regional Consultant for AssetMark and as a Member of the Savos (GFAM) Investments. Prior to joining AssetMark, Mr. Cox was a Fixed Income Portfolio Manager at Lehman Brothers since 2003. | ||
| Jeremiah H. Chafkin | CIO (Chief Investment Officer) | 2012 | 2020 |
| ביוגרפיה | Mr. Chafkin serves as Chief Investment Officer of AssetMark, Inc. Previously, Mr. Chafkin was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternative asset management specialist. He joined AlphaSimplex in 2007 from Natixis Global Asset Management, where he served as President and CEO with responsibility for all of its affiliated managers in the United States and Asia. Prior to Natixis, Mr. Chafkin was with the Charles Schwab Corporation as a member of its Executive Committee. At Schwab, Mr. Chafkin headed the asset management and mutual fund divisions before serving as President of Schwab Advised Investing, overseeing equity research, mutual fund ratings, and all direct advisory services for retail clients. Before Schwab, Mr. Chafkin spent 15 years in senior management roles at Bankers Trust Company, most recently as CEO of Structured Investment Management and previously as COO of U.S. Asset Management, Chairman and President of Japan Bankers Trust Company, and Co-Head of Fixed Income. Mr. Chafkin earned a B.A. in Economics from Yale University and an M.B.A. in Finance from Columbia University. | ||
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