Osprey Newsletter 2-1-2026
Aaron and Kasey just returned from a brief conference in California hosted by AssetMark. Big changes for us, and we think it will be a big net positive for you, our clientele. We’re so excited to share an abundance of information over the next couple of months. Not much will change from what you will see, unless you choose to participate in the new offerings.
Below, we’re sharing a brief list of the information we received last Thursday.
On a housekeeping note, as we mentioned before, if you need to ask a question, withdraw money, set up new instructions, or do anything related to your accounts, the best practice is always to call the office. Sending us instructions via email or text is unreliable. They may never reach your intended advisor, as they may end up in junk mail or similar folders. We may be away from the office, but someone is there to answer the phone during our open hours. We get hundreds of emails daily, so you can imagine!
From the CEOs of AssetMark down to the staff we met, mingled with, and listened to, we learned so much. We heard of their principles, intentions, and practices. We were impressed with the company’s history and its emphasis on making our clients’ experience a top priority. They understand our focus is on our clients, that you value the trust and reliability of advisors who know your priorities, the service you want, and the care provided to your managed accounts.
Many of you have been with us through changes before, and we have always told you we would only change if it meant our clients would benefit more by doing so.
Here is a list of some of the benefits coming up.
- More investment products. Expansive platform. Industry-recognized due diligence team.
- Tax management service on all investment solutions
- More portfolios to choose from, more investment companies.
- A charitable fund across all custodians
- More reports available
- More services to us, the advisors for operations, with a dedicated fast response team.
- We will have access to in-house estate planning attorneys.
As always, when we adopt new looks or add new online features/sites, please contact us with any questions or concerns.