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Better Solutions. Simplified.

21 Years in Business
500 Asset Managers
5 Outsourced CIO's
4000 Investment Models & Strategies

Adhesion Wealth Manager Exchange

From nationally recognized brands to boutique managers with established track records, the extensive selection of managers and strategists on our Adhesion Wealth Manager Exchange Model Marketplace can help advisors offer a multitude of investment solutions to accommodate their clients’ unique needs. These industry experts—all available on the Adhesion Wealth platform under a single login—offer asset allocation strategies, SMA models and UMA building blocks, hedging strategies to complete portfolios, and more.

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Vast Array of Managers

With access to nearly 500 asset managers and 4000 investment models and strategies to choose from, the Adhesion Wealth platform empowers advisors with highly scalable and customizable managed account solutions that will help them deliver better investment outcomes in a very efficient way. Our open-architecture portfolio construction methods and wide spectrum of established managers and premium research gives advisors the support they need to provide the kind of personalized, holistic investment recommendations today’s investors demand.

By fully leveraging the expertise and turnkey portfolio solutions of our extensive roster of third-party investment strategists—including a recently expanded list of Outsourced Chief Investment Officers (OCIOs)—advisors will have access to Adhesion Wealth’s institutional-caliber yet cost-effective stable of asset managers to help them to substantially differentiate, optimize, and streamline their practices.

Visit the Adhesion Wealth Manager Exchange

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Models-Based Relationship

Adhesion Wealth’s differentiated single-source technology automates and simplifies the portfolio management process, giving advisors the ability to engage clients more easily with efficient, cost-effective models-based investment solutions.

Our stable of extremely knowledgeable managers can help you construct tailored model portfolios while retaining the ability to manage and adjust them as needed in a highly efficient and scalable way. Changing asset allocations, adding or changing managers, swapping underlying securities, and adjusting cash allocations and tax treatments can be accomplished easily and systematically in a way that will not take away from your automated workflow, even for complex models of models.

Visit the Adhesion Wealth Manager Exchange


Visit the Adhesion Wealth Manager Exchange Today

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