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Investment Consulting

Personal Indexes

An Automated Approach To Building Custom Index Strategies

Think you can’t build customized index strategies because it would be too much of an administrative burden? Think again. The advanced technology behind our Personal Indexes program delivers the stability of an index-based solution—and the tax-advantaged benefits of holding securities directly—all from a single platform.

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Index-Based, Tax-Advantaged Investment Solutions

Low-Cost Customization

Unlike ETFs or mutual funds that don’t allow for customization, Personal Indexes make it possible for advisors to create low-cost, index-based portfolio solutions that allow for active screens to suit your client’s differentiated financial goals.

Active Tax Management (Tax Alpha)

Our indexing strategies offer the potential to experience better after-tax returns because investors own the stocks directly, so they can optimize a suite of tax-managed trading services that they normally wouldn't be able to with ETFs or mutual funds.

The Stability of An Index—Focused on Outcomes

Personal Indexes allow you to replicate exposure to the economic risks and potential payoffs of a benchmark index, making for efficient and flexible solutions that seek to generate index-like returns.

Tax-Aware Transitions Made Easy

With our single platform interface, you won’t have to constantly toggle between several different trading tech tools to incorporate holdings into a Personal Indexes portfolio, making it quick and easy to reduce the trading and rebalancing burden—and possibly reduce tax expenses.

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Customizable index solutions to help navigate volatile markets

Our proprietary tools and resources can help advisors deliver a personalized, tax-aware index solution that can be tailored to suit specific investment objectives.

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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