Investment Consulting
Expert Guidance, Custom Solutions
Our Investment Consulting services give advisors the tools and expertise to construct efficient, personalized portfolios at scale. From identifying managers and building index strategies to providing portfolio construction assistance and personal indexes, we support advisors in developing customized solutions designed to align with client goals.
Consulting Services to Power Your Portfolios
Asset Manager Identification
Leverage our advanced platform to match clients with managers that align with their goals, risk tolerance, tax needs, and fees.
Direct Indexes
Use our Investable Index Series to replicate benchmark returns while integrating tax-loss harvesting and real-time risk management.
Portfolio Construction Assistance
Access strategists, OCIOs, and risk tools while maintaining control of client relationships and outcomes.
Personal Indexes
Deliver customized, index-based portfolios with direct stock ownership for tax alpha and efficient transitions.
Tailored Consulting Solutions for Modern Advisors
Adhesion Wealth helps you identify opportunities, construct portfolios, and deliver tax-efficient, customized solutions that set your practice apart. Through access to leading managers, innovative index strategies, and robust portfolio construction support, we give you the flexibility to build portfolios that reflect both your vision and your clients’ goals.
With open architecture and a flexible engagement model, our consulting services provide the guidance, tools, and scale you need to strengthen relationships, enhance outcomes, and grow your business with confidence.
Comprehensive Investment Consulting for Advisors
Our platform combines automation, open architecture, and consulting expertise to simplify portfolio management. Whether you need help comparing managers, building direct index cores, or customizing portfolio structures, Adhesion Wealth ensures you maintain flexibility.
Access 335+ managers and 1,800+ models
Customize strategies across active, passive, or blended approaches
Incorporate tax-sensitive solutions into every client portfolio
Streamline trading, compliance, and reporting workflows
Help Elevate Your Advisory Practice with Adhesion Wealth's Investment Consulting Services
See how investment consulting support can simplify product mapping, tax-aware transitions, and allocation design. These services help advisors strengthen portfolio construction while reclaiming time for client relationships and growth.
Investments Programs
If you’re exploring ways to enhance your advisory practice, start here. This overview shows how Adhesion Wealth helps advisors deliver stronger portfolios and a better client experience.
Personalized Index
A client facing millions in embedded gains needed a more efficient way to move toward index-like exposure without a large tax hit. Personalized indexing enabled a gradual transition, lower fees, and more consistent performance alignment.
