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Personalized Index

By Adhesion Wealth, An AssetMark Company

2800x1000 Adhesion CS Personalized Index2024

The advisor sought Adhesion’s help for an ultra-high-net-worth (UHNW) household that faced over $5 million in embedded gains in their portfolio. Historically, the advisor favored active management for most of his business but wanted to lower his client’s overall fees and shift towards a more passive investment strategy. Over time, the advisor’s frustration grew as he observed his managers periodically falling in and out of favor, leading him to seek more consistent, index-like performance for his clients.

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By Adhesion Wealth, An AssetMark Company

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