Diverse Choice of Leading Investment Strategists

Capital Market Consultants (CMC) is an institutional investment consultant serving financial institutions and wealth management firms. The WealthMark UMA Portfolios were constructed by CMC specifically for the Adhesion UMA platform to accommodate the full spectrum of investment objectives, risk tolerances and account sizes. The CMC manager selection and portfolio construction process evaluates both individual manager skill and how well combined manager strategies work in the overall portfolio. Diversification between management styles is critical in our portfolio construction. Individual managers are evaluated on a variety of factors, including performance (absolute and risk-adjusted), style, style consistency, security selection and sector weighting skill, experience and talent.

Sterling Capital Management manages over $33 billion in AUM for a wide range of institutional, corporate and private clients.   The Sterling MSP Strategies leverage Adhesion's sophisticated UMA platform to combine extensive asset allocation modeling with a rigorous manager selection process resulting in a comprehensive managed account solution. Sterling integrates time-tested principles of Active Asset Allocation, Diversification and Rebalancing to create powerful investment strategies. Each model and manager is reviewed and rebalanced regularly in order maintain the proper level of risk vs. return.

Capital Advisory Group (CapGroup) is one of the few CEFEX certified advisors in the country and a Charter Member of the prestigious Investment Advisory Group of Callan Associates. The firm has advised some of the region's largest nonprofits, institutions and high net worth families. CapGroup's AlphaDynamic Strategies are actively managed based on the principles of Dynamic Asset Allocation and Broad Diversification, and constructed for implementation on the Adhesion UMA platform. Portfolios invest globally across traditional and non-traditional financial markets. Asset allocations are managed to protect capital by avoiding unfavorable market segments and focusing on those segments that are benefitting from favorable market conditions. AlphaDynamic Portfolios are constructed through an intensive research process that evaluates macroeconomic and market conditions, technical trading factors and the complementary risk management attributes of the selected underlying investment managers. These inputs are monitored continuously in seeking to provide portfolios that capture above market returns with reduced risk, as measured by up and down market capture ratios.

The objective of the AEPG Core-Satellite Solution is to achieve superior risk-adjusted total returns over the long term. The solution seeks to provide long-term capital appreciation with limited volatility and downside risk, and low-risk current income. The portfolios are partitioned into a ‘low-risk’ component (US Treasuries) and a ‘risk-based’ component (managed in a core-satellite structure), with AEPG Wealth Strategies’ Investment Committee determining investment policy for each. For more than 30 years, AEPG Wealth Strategies has provided customized, independent, fee-based wealth management and financial planning services to individuals, families, corporations and corporate executives, and business owners across the country.

FEG/Managed Portfolios are managed by a team of experienced investment professionals and supported by a large research group that is organized to cover global markets including traditional and alternative managers. The portfolios are constructed using the philosophy applied to large institutional clients: a risk management approach that seeks to add value through both asset allocation and manager selection. Fund Evaluation Group (FEG) employs both strategic and tactical asset allocation to focus on core investments while exploring marketplace opportunities. Tactically, FEG seeks to add incremental return and reduce risk through patient and disciplined attention to market valuations, adjusting asset categories to try to reduce risk and enhance return. FEG believes in a high degree of diversification among and between asset classes in an effort to reduce volatility and increase expected returns.