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TradePMR Adds Adhesion Wealth® to Fusion Platform

Adhesion to Provide RIAs Access to Multiple Managers and Strategies, Intended to Aid Advisors in Attracting High Net Worth Clients

Charlotte, N.C.—Nov. 10, 2020—Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.

Adhesion Wealth provides advisors with a broad range of services, including separate and unified managed accounts, tax-aware transition services, active tax management, portfolio monitoring and rebalancing, cash management, personalized direct indexes, and access to OCIOs (outsourced chief investment officers), TAMPs as well as a roster of over 4000 investment models from a wide variety of asset managers. Adhesion’s solution is delivered through a flexible Unified Managed Account (UMA and dashboard that provides real-time analytics and practice insights to both home offices and advisors.

As a multi-custodian platform, Adhesion Wealth streamlines portfolio administration, helping advisors outsource and centralize their managed accounts by providing a consistent investment solution across multiple custodians.

“With all the change and consolidation the RIA community has seen in recent years, it’s important to give advisors as much choice as possible, especially when it comes to custody partners,” said Barrett Ayers, President of Adhesion Wealth. “Like Adhesion, TradePMR is committed to supporting the independent nature of advisors, and their longstanding history of innovation and deep focus on service helps advisors transform their businesses and serve clients. We are delighted to be available to advisors on TradePMR’s platform and deliver access to an even wider suite of customizable services.”

Based in Gainesville, Fla., TradePMR (https://www.tradepmr.com) streamlines RIA operations through comprehensive custodial and technology support. For more than 20 years, the company has worked to provide white-glove service to thousands of RIAs. Through its collaboration with Adhesion Wealth, advisors gain direct access to TradePMR’s custody and technology solutions. TradePMR’s Fusion platform is designed to integrate seamlessly with the technology systems powering modern advisory practices.

“The extreme market volatility has many advisors questioning if they have enough access and choice needed to navigate the uncertainty we face today. We are thrilled to offer Adhesion Wealth as a solution to our advisors,” said Robb Baldwin, Founder and CEO of TradePMR. “Advisors looking to grow and scale their business with a focus on high-net worth households are increasingly demanding access to innovative investment solutions like UMAs. We see this offering from Adhesion as a model of how to deploy a managed account program in 2020. By working with Adhesion Wealth, we feel we can solve the administrative issues caused by the clunky, dual-contract legacy UMA programs first created in the 1980s and ‘90s, and hopefully give our advisors the chance to excel beyond their goals.”

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About Adhesion Wealth

Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Manager eXchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multi-custodian platform upon which to grow successful practices.

Adhesion Wealth is a wholly-owned subsidiary of AssetMark, Inc. For more information, call (888) 295-8351 or visit www.adhesionwealth.com.

Media Contact

Alaina Kleinman | Director, Communications & Strategy

M: 925.214.4060

E: Alaina.Kleinman@assetmark.com




About TradePMR:

For more than two decades, TradePMR has worked with growth-minded independently registered investment advisers (RIAs) helping to provide the innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational and trading support. For more information, visit www.TradePMR.com.

Trade-PMR, Inc is not an affiliate of Adhesion Wealth or Vestmark, Inc. Securities offered through Trade-PMR, Inc.

Media Inquiries for TradePMR:

Jessica Shores
(352) 332-8723, Ext. 120
jshores@tradepmr.com

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