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The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed Account Platforms

By Barrett Ayers, President

Webinar Hero 10 23 19

Working with an outsourced managed account or unified managed account (UMA) platform can optimize your business and help deliver better investment outcomes for clients. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manager performance. Our President Barrett Ayers, joins Dave O’Rourke, Managing Director of Paulson Investment Company, LLC and Rebert Huebscher, CEO & Founder of Advisor Perspectives to discuss:

  • How to transform and revolutionize the client experience
  • Achieving the next level of operational efficiency
  • Why all outsourced solutions are not the same
  • The keys to selecting the best-outsourced solution

Listen to the Podcast:

The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed Account Platforms

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