Tag Archives: Money Management Institute

Press Release: Adhesion MMI Nomination Highlights Innovation for Advisors and Portfolio Managers

April 1, 2015 – Charlotte, NC – Adhesion Wealth Advisor Solutions Inc. (“Adhesion”), a
personalized Unified Managed Account (UMA) platform for Registered Investment Advisors
(RIAs) nationwide, is honored to announce that they have been nominated for the 2015 Money
Management Institute’s (MMI) “Advisor Solutions Service Provider of the Year” award – one of
several Industry Leadership Awards presented by this national association.

This award is granted to the service provider that best contributed to the innovation, growth and long-term sustainability of the advisory solutions industry.

“We are very humbled but proud of our nomination and the strong support of our client
partners,” said Michael Stier, President of Adhesion Wealth Advisor Solutions.

Those who nominated us said this:

  • “Adhesion is a leader in innovation and client service. By providing more than just a trading and performance platform, they help advisory firms better manage their client relationships by demonstrating the value of tax efficient investment programs and tracking trends in their client base, including behavioral issues. Furthermore, their behavioral driven portfolios help advisors build strategies around their clients’ needs and demonstrate value.”
  • “Adhesion is the only truly integrated solution built specifically for independent RIAs. As a solutions provider for investment delivery that is a true partner with advisors, Adhesion’s
    seamless integration coupled with true customization make it stand out from the crowd.
  • “Adhesion is dedicated to allowing investment managers and portfolio managers to grow their business without having to worry about micro-managing their clients’ separate accounts. Adhesion’s technology and staff are able to monitor all aspects of the client account by keeping security and cash drifts within tolerance bands and providing: account rebalancing, account structuring, adherence to securities restrictions and account trading.”
  • “Adhesion’s next generation TAMP solution allows advisors to choose from any of the hundreds of objective-based models managed by third-party firms available through its Adhesion Portfolio Services (APS). With APS, advisors have turnkey access to a single strategist or portfolio manager.”

“This goes a long way towards elevating the conversation about finding more innovative clientcentric solutions for the business challenges that advisors, as well as investment and portfolio managers are facing right now,” added Stier.

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Adhesion Wealth Nominated for Top Industry Award

Exciting news! Adhesion has been nominated for Money Management Institute’s prestigious “Advisor Solutions Service Provider of the Year” Award for the second year in a row.  It’s awarded to the service provider that best contributed to the innovation, growth, and long-term sustainability of the advisory solutions industry.

Barrett Ayers, our Chief Solutions Officer, on the nomination: “We are proud and tremendously humbled to be nominated in this category, particularly as voters consist of a wide swath of participants, including partners, clients and, in some cases, competitors – all engaged in delivering advice and investment solutions.  Just as humbling are the entries that emphasize Adhesion’s dedication and focus on the RIA space, our service-oriented culture as well as our ability to innovate – all of which enables our advisors to better serve the needs of their clients.  It further underscores that our peers recognize and appreciate our mission to deliver innovative and flexible solution to investment advisors.”

Check out a sample of what the nominators had to say:

“Adhesion Wealth has enabled RIA firms like ours to outsource trading, data reconciliation, reporting and client billing so that we can focus on servicing our clients.”

“Their unique focus on this industry and commitment to focusing on the needs of the advisor, as well as partnerships with custody providers, is well-recognized in the industry.”

“Adhesion is an innovative firm dedicated to the growth and support of the registered investment advisor community.”

“The firm’s many new client signings this year should be evidence that they are successfully managing rapid growth while promoting innovation.”

This is a validation that RIAs are recognizing the need for a superior turnkey solution that allows them to leverage their Alpha towards client-facing activities.  Adhesion offers the best of the best in terms of an all-in-one outsourcing platform, and we are extremely proud to be up for this award in 2014.

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