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Vestmark

Your Clients, Your Way

Customize, control, and implement your investment program based on the factors that make you and your clients unique.

Flexible & Scalable

Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.

Powerful Options

Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.

Service & Support

Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.

Outsourced Managed Account Solutions for:

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.

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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.

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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.

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Easily expand the reach of your investment strategies and accelerate your distribution by TAMPifying your business with turnkey solutions.

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Client Manager vs. Investment Manager?

Adhesion Wealth President Barrett Ayers discusses the investment dilemma and the customizable, cost-effective UMA solution.

Why Advisors are Considering Outsourcing Investment Management Activities 1570x944

Are you considering outsourcing your investment management?

See why more advisors are making the move to third-party managed account solutions.

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What You Get With Adhesion Wealth

Service & Support

A industry-leading white-glove service and support team.

Extensive Investment Content

Roster of SMAs, ETF & Mutual Fund Strategists, and OCIO providers.

Flexible Deployment

A variety of investment programs and methodologies supported.

Outsourced Overlay Management

Operational burden is on Adhesion Wealth, not your P&L.

Portfolio Construction Solutions

Continuously reduce tax impact, automate investing, and keep clients in line with risk/IPS.

Tax Transition & Tax Management

Reduce tax impact on transitional assets and generate tax alpha.

Single Registration

All activity in a single account allows for coordinated operation of managers, all with a single 1099.

Cost Reductions

Lower cost than direct-SMA or mutual fund (plus a better client experience and a reduction in operating expenses.)

Complete Control & Customization

Retain total control over client relationships and tailor their portfolios in efficient and scalable ways.

Brandable Advisor Desktop

360° view of true sleeve/model performance, client and practice analytics, performance reporting and proposal generation.

Spend more time growing your business and less time on analysis and administration.

The Adhesion Wealth Advantage

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.

Reallocate Your Time

  • Spend more time doing what you do best–building client relationships and growing your business
  • Utilize our open architecture roster of model-based investment solutions with access to your choice of SMA managers, ETFs, asset allocation and strategic models, and OCIO providers.
  • Provide real-time, robust client portfolio analysis and performance reports to enhance client meetings
  • Alleviate the time-consuming demands of trading, rebalancing and administration of investment strategies

Turn-Key Solutions

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.

Resources

Discover a Better Way to UMA