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Adhesion Wealth® Launches Customer-Centric Website Offering Digital Journeys for Advisors & Asset Managers

Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers

Charlotte, N.C.May 14, 2020Adhesion Wealth® (Adhesion), a Vestmark company, has rolled out a new website designed to take customers on digital journeys showing how Adhesion’s solutions and services can help them achieve goals and overcome challenges.

The new Adhesion homepage (https://www.adhesionwealth.com/) enables registered investment advisors (RIAs) changing platforms, RIAs rethinking outsourcing, advisors seeking independence, and asset managers to learn about the benefits and efficiencies of the Adhesion platform and suite of outsourced services. The redesigned website also includes a resource center where advisors and asset managers can access thought leadership commentary and blog posts on industry trends, as well as educational webinars and tear sheets. For more information, please visit https://www.adhesionwealth.com/resources.

“The present crisis reinforces the importance of cutting-edge, intuitive, and integrated technology that provides institutional-quality strategies and research for investors. The rollout of our new homepage gives registered investment advisors a thorough overview of how the Adhesion platform can solve their pain points while enabling them to do more for clients,” said Barrett Ayers, President of Adhesion Wealth. “Our state-of-the-art managed accounts solution has been empowering advisors to transform their businesses for more than 20 years—and we will continue to work with our customers to help them maintain the independence and product flexibility they need to optimize client outcomes.”

The redesigned website is the latest step in the strategic roadmap implemented by Adhesion and Vestmark to facilitate growth and create one of the largest and most powerful outsourced managed account platforms in the industry. Following Adhesion’s acquisition by Vestmark in late 2018, the firm achieved 68% year-over-year growth in discretionary assets under management for 2019.

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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 does not provide personalized investment or tax advice.

Adhesion Wealth and Adhesion Wealth Advisor Solutions are trade names for Atria Investments, Inc.

Atria Investments, Inc. is owned by AssetMark Financial Holdings, Inc.

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6916891.1 | 09/2024