GuideMark

In an increasingly competitive industry, GuideMark falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating. A quality holding back GuideMark from the top tier of stewards is its managers' limited personal investments in their respective products, which helps to align portfolio manager and shareholder interests. Currently, none of the firm’s assets are covered by invested managers. Only three years of average asset-weighted tenure among GuideMark's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. GuideMark funds have demonstrated industry-standard durability, with a 57% three-year risk-adjusted success ratio. This means that 57% of products have both survived and beaten their respective category median on a risk-adjusted basis.