An AssetMark Company - Learn More


Barrett Ayers discusses direct indexing, ESG overlay and tax alpha

By Adhesion Wealth, An AssetMark Company

Video Hero 3 23 21

In the video below, our president Barrett Ayers is interviewed by Jay Coulter on the Resilient Advisor Show. They discuss direct indexing, ESG overlay, tax alpha, and using a unique investment discipline to differentiate yourself as a financial advisor. They discuss the opportunities in custom ESG models, Adhesion’s Personal Indexes and the power of using Lower Caps to enhance client outcomes.

By Adhesion Wealth, An AssetMark Company