The advisor sought Adhesion’s help for an ultra-high-net-worth (UHNW) household that faced over $5 million in embedded gains in their portfolio. Historically, the advisor favored active management for most of his business but wanted to lower his client’s overall fees and shift towards a more passive investment strategy. Over time, the advisor’s frustration grew as he observed his managers periodically falling in and out of favor, leading him to seek more consistent, index-like performance for his clients.
Personalized Index
By Adhesion Wealth, An AssetMark Company
![2800x1000 Adhesion CS Personalized Index2024](https://adhesionwebsitecontent.blob.core.windows.net/$web/images/resources/hero/_resourcesHeroImage/2800x1000_Adhesion_CS-PersonalizedIndex2024.webp)
By Adhesion Wealth, An AssetMark Company