• Unified Managed Accounts
• Investment Options
• Overlay Portfolio Management
• Strategists
• Managers
• Vs. Traditional Products

WealthADV Unified Managed Accounts

An innovative, lower cost investment vehicle for your clients and an outsourced investment management solution for your firm

• Allocation strategies comprising multiple asset classes, styles and products
• Access to best-in-class separate account managers, without minimums
• Combine firm-proprietary strategies, separate account managers, ETFs & mutual funds
• Suitable for both multi-million dollar and $100,000 accounts
• Single solution that spans all major custodians

• Add value to clients through focus on after-tax returns
• Tailor standardized portfolios with client-specific customizations
• Enhance scalability through outsourcing, without losing control
• Streamline your administrative and compliance workload with less account paperwork, systematic rebalancing, coordinated fee billing, and online management tools

Adhesion's Unified Managed Account (UMA) platform enables you to combine the advantages of outsourced investment management with the control of self-managed portfolios. Integrated with Adhesion's Investment Performance Reporting, you now have the advantage of a outsourced investment management platform which frees your time to tend to clients and grow your business.