Who is Adhesion?

New technologies and competition are driving clients and investment advisors to seek lower costs and easier access to investment solutions.  Adhesion answers the challenge with the simplicity of a TAMP and the power of a personalized UMA platform.

Adhesion is a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services.  We power your advisor and client Alpha.

There are two different ways to engage with Adhesion:

  1. Customized Practice Solution.  Take full advantage of our personalized UMA platform for your integrated reporting, reconciliation, trading, rebalancing and monitoring.  Our open architecture allows access to your choice of funds, ETFs, managers and strategists.  You define your investment proposition and we deliver it.
  2. Adhesion Portfolio Solutions (APS).  Choose from any of the hundreds of objective–based models managed by third party firms available through our Adhesion Portfolio Solutions.  With APS, you have access to a turnkey solution featuring a single strategist or investment manager.  You can scale to a completely researched and defensible outsourced investment management solution.
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