A Vestmark Company | Innovating Wealth Technology Learn More


Adhesion OCIO+

Combining Outsourced CIO & Overlay Management Services

More Ways to Grow Wealth

We’ve been able to boost the efficiencies and effectiveness of our award-winning managed account platform by partnering with some of the most innovative OCIO providers in the industry today. The result is Adhesion OCIO+, built to help advisors truly harness the power of Adhesion Wealth’s overlay management services and manager community while delivering robust OCIO support services—all from a single login.

Helping Advisors Adapt Quickly to Volatile Markets

Expert Advice for The New Normal

By combining the advanced, proprietary technology and overlay management services behind our platform with our best-in-class OCIO partners, we’ve created a next-level advice delivery solution that can help prepare your practice for a new era with new norms.

A Stabilizing Approach to Constantly Changing Conditions

Our asset allocation expertise and innovation allow for varying levels of customization, including the ability to offer either traditional strategic allocation or core/satellite, and our strategy tuning will help you refine rebalancing to keep client portfolios aligned with investment goals.

Freeing Up More Time for Client Engagement

Adhesion OCIO+ helps advisors alleviate the burden of asset allocation, selecting investment managers, portfolio construction, trading and rebalancing, tax management, on-going risk management and client reporting, so they can focus more on their core strength—client management.

Differentiating Your Brand

We can help provide a competitive edge by modernizing and streamlining the customer experience, offering a scalable investment process with access to institutional-grade managers and asset classes, and enhancing client communications and reporting.

Adhesion OCIO Wealth Shield f3 1570x944

A Unique, Highly Effective Partnership

Quickly take your practice to the next level by harnessing the powerful integration of Adhesion Wealth’s advanced managed accounts platform, WealthShield’s research, portfolio construction, and asset allocation modeling, and f3 Logic’s interface expertise and operational support to help maximize OCIO+ success.

Adhesion Outsourcing WM 1570x944

Is it Time to Outsource Investment Management?

RIAs who outsource stand to benefit from more time to work directly with clients and more opportunities to grow revenues and assets under management (AUM). These are just some of the findings of a 2021 WealthManagement.com survey commissioned by Adhesion Wealth and involving more than 330 RIA firms.

Download the Research Paper

Adhesion OCIO Tear Sheet 1570x944

Making It Easier to Serve Your Clients Across All Market Conditions

Adhesion OCIO+ services create a real-time support system to help you access the extensive investment expertise, research capabilities, and advanced technology and analytics you need to navigate today’s markets.

Download Fact Sheet

Learn More About Adhesion OCIO+ Services Today