Overlay Portfolio Management is the core process that drives a Unified Managed Account
As your outsourced portfolio manager, the Adhesion Overlay Portfolio Management team:
- Coordinates the investment recommendations among multiple managers
- Incorporates client restrictions or mandates
- Implements advisor investment management preferences
- Monitors cash levels and manages cash needs
- Manages trade orders and execution with multiple custodians
- Rebalances in a tax aware manner; harvests losses
With Adhesion's UMA platform, you leverage the leading edge technology and experienced portfolio managers administering thousands of accounts daily.
G. Michael Beduze, CFP, ChFC, Founder & CEO
"Relatively few investors have access to such an array of benefits and features. Through partnering with Adhesion, we have significantly expanded our firm's technological and investment management capabilities."