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Optimizing Investment Management Through UMAs

By Adhesion Wealth, A Vestmark Company

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Our President, Barrett Ayers, and Senior Director of Business Development, Kevin McCrossin, join the Addepar team to explore:

  • The history of UMAs and how they work
  • How advisors can leverage UMAs to scale their firms, achieve tax efficiencies, and leverage tools such as direct indexing
  • The key features and potential benefits of the Adhesion & Addepar partnership

By Adhesion Wealth, A Vestmark Company