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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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Adhesion is actively shaping the future of managed accounts.

For 25 years Adhesion Wealth has been offering turnkey investment solutions for advisors. Listen to what Barrett Ayers, President and CEO has to say.

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.

Wealth Advisor Award


Discover a Better Way to UMA

For financial professional use only.

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

C24-20942 | 02/2024 | EXP 2-28-2026