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Overlay Management

Multi-Custodial Solution

Dramatically Reduce Custodial Administration Time

With the Adhesion Wealth platform, advisors can access our proprietary investment tools, third-party investment managers, and view holistic consolidated data while toggling from financial planning to account opening to funding and trading across multiple custodians—all without having to log-in to multiple instances or tools.

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A Uniform Platform with Multi-Custodial Capabilities

Flexible, Comprehensive Solution

For advisors with assets at multiple custodial firms, our integrated platform can help support the entire portfolio construction and management process, including proposal generation, modeling, tax-aware rebalancing, performance reporting and fee billing.

Easing the Burden of Account Administration

Our consolidated, multi-custodian platform helps to avoid confusing data inconsistencies—regardless of where accounts are held—by providing richer analytics and single point of access for all accounts.

Greater Quality, Greater Efficiency

Our multi-custody relationships give advisors the ability to adhere to fiduciary obligations by leveraging the vast resources of our custodians and wide spectrum of products to meet the unique demands of today’s investors.

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A Multi-Custodial Platform to Suit All

Adhesion Wealth’s multi-custodial capabilities can help you provide the access, execution capabilities and connectivity to support the unique needs of your clients. We support a wide range of portfolio and security types, from UMA, SMA, mutual funds, ETFs, wraps, third-party managers, individual equity and fixed income securities.

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Our Multi-Custodial Platform Can Empower Your Business

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