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Overlay Management

Flexible Portfolio Construction

Customizable Portfolio Management & Delivery

No matter how you approach portfolio construction, Adhesion Wealth’s integrated platform provides all of the powerful options you’ll need for creating investment portfolios that approach a wide range of market conditions and client objectives.

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Portfolio Construction – The Adhesion Wealth Advantage

Flexible Portfolio Management

Leverage the Adhesion Wealth Investment Consulting team, gain access to third-party research for guidance or fully outsource portfolio construction, while retaining the ability to express your investment ideas without sacrificing customization, scale or control.

Open Architecture for Scalable Customization

Build tailored client portfolios in a highly efficient and scalable way, leveraging our open architecture marketplace with access to hundreds of best-of-breed UMA, SMA, asset allocation model providers, and mutual fund/ETF strategists.

Servicing A Wide Range of Portfolio Types

Our platform supports a wide range of portfolio and security types, from UMA, SMA, mutual funds, ETFs, fund and ETF wraps,, models, models-of-models, third-party managers, individual equity, and fixed income securities.

Efficient and Easy-to-Use Workflows

We can help you enforce portfolio construction, investment selection, trading, compliance, and other related guidelines while providing the flexibility you need by establishing efficient and simple workflows.

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Learn more about our flexible portfolio construction options

Adhesion Wealth lets you design the portfolio outsourcing solution that fits your unique business needs. Keep as much or as little of the portfolio construction process as you like, and we’ll work with you to create a scalable, flexible solution that suits you and your clients best.

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Cost-Effective Implementation of Your Portfolio Solutions

Take advantage of portfolio solutions that:

  • Adopt lower-cost products that can be customized within a UMA offering
  • Avoid software system installs
  • Efficient, scalable tax harvesting, helping you to generate tax alpha
  • Create time-saving efficiencies so you can focus more on client acquisition, and client service

Want to Be Your Own Strategist? Or Fully Leverage Outsourced UMA Services? Either Way, We Can Help.

If you prefer to turn the dials as your own portfolio architect but would like to leverage some time-saving outsourced solutions, the Adhesion Wealth platform lets you combine the power of your own proprietary strategies with whatever level of our outsourced portfolio management services you need.

Or, completely utilize our turn-key UMA programs with Outsourced Chief Investment Officer (OCIO) services to fully leverage the expertise of leading 3rd-party investment strategists. All turnkey portfolio solutions are engineered to take full advantage of Adhesion Wealth’s UMA implementation.

Portfolio Construction Solutions That Work for You

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