Donald Creech Joins Programs For Elite Advisors10/20/2003 Donald Creech, a fee-based investment advisor and President of Investor Resources, Inc. in Port Orchard, has accepted an invitation to join the AssetMark Premier Consultants program. AssetMark Premier Consultants is a nationwide program that delivers quarterly institutional investment management research and insights to an invitation-only membership of 160 leading investment advisors. Each quarterly Premier Consultants meeting draws upon the collective expertise of many of the most prominent firms in the investment industry, including Wilshire Associates, Goldman Sachs, and UBS Global. These firms are brought together by AssetMark Investment Services, Inc., an institutional consulting firm which provides investment management services to financial advisors throughout the U.S. Meeting topics include the review of detailed quarterly Investment Policy Committee minutes, discussion of recent events affecting the investment markets, and the evaluation and review of investment strategies for high net worth clients. "I'm pleased to be given access to the investment research and insights that these highly capable leaders in the investment world deliver. Much of the research that is discussed never makes it to research magazines or the local newspapers. The information makes it possible for me to share important ideas with clients to help them to make smart decisions about their money", states Mr. Creech. "We are an independent provider of investment services", states Richard Steiny, Senior Vice President of AssetMark Investment Services. "Because of our independent approach, we are able to capture and share the best thinking of many of the industries best firms with a select group of fee-based investment advisors, who can then deliver these insights to their individual clients". About Investor Resources, Inc: Mr. Creech formed Investor Resources, Inc. in 1990 to provide financial planning and investment strategies to clients in a fee for service relationship. He believes that the fee-only structure provides an alternative to the conflicts of interest created by commissions. While most of his clients are in the Puget Sound area, Mr. Creech has clients in 12 states. For the past three years, Investor Resources, Inc. has been among the top 250 independent investment advisory firms recognized in Bloomberg's WealthManager™ national survey. Mr. Creech has been a Certified Financial Planner™ since 1984. In addition he is an ACCREDITED INVESTMENT FIDUCIARY™. About AssetMark Investment Services, Inc. AssetMark Investment Services, Inc. was founded in 1996 and is based in Pleasant Hill, CA. It is one of the industry's leading providers of fee-based investment management solutions for investment advisors, broker dealers, banks and CPA firms. The company provides services to over 800 advisory firms, and administers more than 18,000 investor portfolios with total assets of $2.5 billion. |
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