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How UMA Platforms Drive Better Investment Outcomes

By Barrett Ayers, President

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One of the growing trends in the advisory profession is outsourced investment management – specifically using a unified managed account (UMA) platform. Many advisors have found that those solutions optimized their practices and helped deliver better investment outcomes for clients. Listen to our President Barrett Ayers, talk to Advisor Perspectives about the trends and disruptors that advisors should prepare for over the coming decade.

Listen to the Podcast:

How UMA Platforms Drive Better Investment Outcomes

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