You are more than AUM
Personalized service you deserve. Ensuring that the outsourced investment firm Advisors choose to use is stable, growing and ranks high in service is key.
Direct Indexes: Supercharge with Adhesion
A direct index is a passive investment strategy that provides many of the same benefits as ETFs and Indexed Mutual Funds.
What is a UMA?
A UMA helps you provide clients with multiple products, models, and managers all in a single account.
A Managed Account Platform for Independent Advisors
With Adhesion Wealth’s integrated platform you have powerful options for creating the sophisticated investment portfolios needed to address a wide range of market conditions and client objectives.
Multi-Custodial Capabilities on One Platform
Managing assets across multiple custodial firms? We can help facilitate the entire portfolio management process from a single log-in.
Scalable, Customizable Portfolio Construction
Our vast resources and expertise can support your business with a wide variety of portfolio construction and management options.
Your Clients, Your Way
Customize, control, and implement your investment program based on the factors that make you and your clients unique.
Flexible & Scalable
Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.
Powerful Options
Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.
Service & Support
Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.
Outsourced Managed Account Solutions for:
Partnering with our Transition Team allows for a smooth and seamless transition from your current platform to our state-of-the-art solution, giving you newfound flexibility and scale to efficiently customize investment solutions.
Simplify the way you manage and explain client portfolios using one account, one statement, and any number of combinations of investment vehicles needed to meet your clients’ goals.
Build your own investment strategies, seek guidance from the Adhesion Wealth Investment Consulting team, use third-party models, leverage one of our many OCIO partners—or all of the above.
Easily expand the reach of your investment strategies and accelerate your distribution by TAMPifying your business with turnkey solutions.
Adhesion is actively shaping the future of managed accounts.
For 25 years Adhesion Wealth has been offering turnkey investment solutions for advisors. Listen to what Barrett Ayers, President and CEO has to say.
What You Get With Adhesion Wealth
Service & Support
A industry-leading white-glove service and support team.
Extensive Investment Content
Roster of SMAs, ETF & Mutual Fund Strategists, and OCIO providers.
Flexible Deployment
A variety of investment programs and methodologies supported.
Outsourced Overlay Management
Operational burden is on Adhesion Wealth, not your P&L.
Portfolio Construction Solutions
Continuously reduce tax impact, automate investing, and keep clients in line with risk/IPS.
Tax Transition & Tax Management
Reduce tax impact on transitional assets and generate tax alpha.
Single Registration
All activity in a single account allows for coordinated operation of managers, all with a single 1099.
Cost Reductions
Lower cost than direct-SMA or mutual fund (plus a better client experience and a reduction in operating expenses.)
Complete Control & Customization
Retain total control over client relationships and tailor their portfolios in efficient and scalable ways.
Brandable Advisor Desktop
360° view of true sleeve/model performance, client and practice analytics, performance reporting and proposal generation.
Spend more time growing your business and less time on analysis and administration.
The Adhesion Wealth Advantage
Adhesion Wealth’s advanced technology helps improve practice efficiencies, creating time for client communication and relationships, by tackling complex operational challenges from a single platform. Our highly intuitive tools can help you offer separately managed account (SMA) and unified managed account (UMA) portfolios, bringing scalable and flexible wealth management solutions to the forefront of your practice.
Reallocate Your Time
- Spend more time doing what you do best–building client relationships and growing your business.
- Utilize our open architecture roster of model-based investment solutions with access to your choice of SMA managers, ETFs, asset allocation and strategic models, and OCIO providers.
- Provide real-time, robust client portfolio analysis and performance reports to enhance client meetings.
- Alleviate the time-consuming demands of trading, rebalancing and administration of investment strategies.
Turn-Key Solutions
Our easy-to-use dashboard provides immediate access to a wide spectrum of institutional-quality research, investment products, and resources to support your clients. By taking advantage of our integrated portfolio analysis, practice management and reporting solutions, independent advisors can cut into costly, time-consuming inefficiencies while substantially improving their overall advice delivery capabilities.
