• Investment Outsourcing
• Investment Solutions
• Strategists
• Vs. Traditional Products

Investing Brochure

Investment Outsourcing

Investment diversification and flexibility delivered to clients in ONE managed account

Wealth advisors increasingly are moving toward investment outsourcing, separating the creation of intellectual capital from its implementation, as a model for scalable growth and to enhance the breadth of investing services provided to clients.

With Adhesion wealth management platform, unlike traditional investment outsourcing, you remain in sole control of the client relationship and its strategic direction while offloading the implementation burden to an expert with the technology and operational capabilities to efficiently administer large numbers of accounts and managers. The result is a foundation for innovative, comprehensive, and lower cost investment solutions for your clients, including:

• Open architecture Unified Managed Accounts (UMAs) combining separate account managers, ETFs and mutual funds with internal 'rep-as-manager' models
• Access to specialized expertise from leading strategists and managers, including investment research and due diligence services
• Client customized portfolio and tax management
• A solution suitable for accounts of $50,000 up to complex, multi-million dollar portfolios
• A common investing program implemented across all of your custodians
• Outsourced overlay management - Manager coordination and model maintenance, daily account monitoring, rebalancing and trade execution
• Outsourced administration - systematic rebalancing and withdrawals, coordinated tax harvesting, fee billing, tax lot tracking, and account and paperwork reduction
• Distinctive client reporting, with tightly integrated lot level accounting