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Going With the Flow: Plain Talk About Performance

By Barrett Ayers, President

Thought Leadership Hero 4 2 2020

The Adhesion Wealth® Platform has been constructed as a flexible performance measurement tool that permits advisors to review return data within a variety of different dimensions. Performance can be viewed organizationally – analyzing data at the firm, branch, or advisor level; or alternatively, users may “drill down” to get an account or household view of performance. Within these contexts, observations can be cross analyzed into a variety of categories, which include Asset, Asset Class, Asset Category, Asset Type, Asset, Sector, Subsector and Manager / Sleeve.

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By Barrett Ayers, President

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.

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C24-20942 | 02/2024 | EXP 2-28-2026