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
UMA Composite Strategy

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

Michael Beduze

"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."