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Direct Indexes: Supercharge with Adhesion

By Adhesion Wealth, An AssetMark Company

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A direct index is a passive investment strategy that provides many of the same benefits as ETFs and Indexed Mutual Funds. A direct index within a UMA environment can provide multiple benefits, including adding tax alpha to reduce an investor’s tax burden, utilizing tax overlay services to monitor and prevent wash sales, and personalizing a client’s lifestyle investment preferences. Adhesion’s direct indexes within a UMA can amplify your value as an advisor.

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.

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