An AssetMark Company - Learn More

1. Login to APro Landing Page

See all of your information at glance.

2. All Available Models Appear

View all 52 models available for use.

3. Model Summary Page Appears; Select Mercer Research Tab

Review real-time summary reports of each model.

4. Published Product Profile List for That Model Appears

Each model comes with a product profile with Mercer data.

5. Select Model Hyperlink to Open the Product Profile

View a wide range of data with granular points.

Your Clients, Your Way

Customize, control, and implement your investment program based on the factors that make you and your clients unique.

Flexible & Scalable

Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.

Powerful Options

Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.

Service & Support

Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.

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.

The attached information represents Mercer's methodology for determining the ratings of investment models on the Adhesion platform. Adhesion or its clients may compensate Mercer for their research. The ratings are not indicative of future performance and may not be representative of a client's experience.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

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.

Adhesion Wealth Advisor Solutions (“Adhesion”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

© 2025 Adhesion Wealth Advisor Solutions. All rights reserved.

8022167.1. | 05/2025 | EXP 05/31/2027

For financial professional use only.