A direct index is a passive investment strategy that provides many of the same benefits as ETFs and Indexed Mutual Funds.
A UMA helps you provide clients with multiple products, models, and managers all in a single account.
With Adhesion Wealth’s integrated platform you have powerful options for creating the sophisticated investment portfolios needed to address a wide range of market conditions and client objectives.
Managing assets across multiple custodial firms? We can help facilitate the entire portfolio management process from a single log-in.
Our vast resources and expertise can support your business with a wide variety of portfolio construction and management options.
Partnering with our Transition Team allows for a smooth and seamless transition from your current platform to our state-of-the-art solution, giving you newfound flexibility and scale to efficiently customize investment solutions.
Simplify the way you manage and explain client portfolios using one account, one statement, and any number of combinations of investment vehicles needed to meet your clients’ goals.
Build your own investment strategies, seek guidance from the Adhesion Wealth Investment Consulting team, use third-party models, leverage one of our many OCIO partners—or all of the above.
Adhesion Wealth President Barrett Ayers discusses the investment dilemma and the customizable, cost-effective UMA solution.
Adhesion Wealth’s advanced technology helps improve practice efficiencies, creating time for client communication and relationships, by tackling complex operational challenges from a single platform. Our highly intuitive tools can help you offer separately managed account (SMA) and unified managed account (UMA) portfolios, bringing scalable and flexible wealth management solutions to the forefront of your practice.
Our easy-to-use dashboard provides immediate access to a wide spectrum of institutional-quality research, investment products, and resources to support your clients. By taking advantage of our integrated portfolio analysis, practice management and reporting solutions, independent advisors can cut into costly, time-consuming inefficiencies while substantially improving their overall advice delivery capabilities.