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Overlay Management

Monitoring & Coordination

Optimizing Your Advice Delivery Process

For advisors looking to streamline their managed accounts processes, Adhesion Wealth’s platform can help you monitor and immediately react to portfolio or market changes, accommodate unique tax considerations, and incorporate customized financial planning needs across multiple SMA and UMA accounts.

Overlay Management Hero Side by Side

Simplified Monitoring for Better Investment Outcomes

Comprehensive Oversight

Our overlay management service provides a 360° vantage point of client portfolios across all SMA and UMA accounts, including monitoring of mutual funds, ETFs as well as individual securities.

Seamless Implementation

Personalized portfolio management can be executed seamlessly and efficiently for multiple clients from a single point solution, ensuring simplicity, scalability, and ease—and can improve your practice resource management and economics.

Client Satisfaction

Efficient and timely implementation of your investment ideas enables you to spend more time with your clients, building trust and providing them with the many other services they expect from your firm.

World-Class Support

You’ll have access to an experienced team monitoring your portfolios in real-time, all with an eye towards risk management and investment process discipline.

Proven Pioneer

Adhesion Wealth is an acknowledged pioneer in overlay technology, combining cutting-edge technology and deep investment experience to generate a powerful investment monitoring engine that will help you scale portfolio personalization and standardize your investment process.

Not All Overlay Managers Equal 1570x944

It is important to carefully evaluate the managed account platform that will help you maintain the integrity of your advice delivery.

See our thoughts on what to look for in overlay managers.

Download White Paper

Monitoring Coordination 1570x944

Easier. Faster. Better.

Adhesion Wealth has made it easier to help clients achieve their personalized investment goals with enhanced diversification, optimized rebalancing, and tax-sensitive management while continuously monitoring for portfolio drift and ensuring that asset allocation stays aligned with investment objectives.

Streamline How You Monitor Your Managed Accounts

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