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Adhesion Wealth Manager Exchange

Roster of Managers

Open Architecture Suite of Managers with Track Records

There’s a reason why our Adhesion Wealth Manager Exchange was recognized by the Industry Award for Technology Providers: Model Marketplaces. By providing seamless, cost-effective access to nearly 500 institutional-caliber asset managers, our Adhesion Wealth Manager Exchange tool gives independent advisors the edge they need to differentiate, optimize, and streamline their practices.

Manager Exchange Hero Side by Side

Simplified Solutions. Better Outcomes.

Expert Support On Your Side

When outsourcing to Adhesion Wealth for overlay portfolio management, advisors can leverage the portfolio construction and management expertise of our extensive roster of managers, all within a single account. From nationally recognized brands to boutique gems, choose the manager or strategist that best suits your client’s goals.

Stronger Community Connections

Our suite of industry-leading Adhesion Wealth Manager Community tools helps advisors foster stronger connections with asset managers, and our easy-to-use dashboard gives you the ability to communicate directly with managers or send blind requests for proposals (RFPs) using our built-in manager visibility controls.

The Entire Investment Universe at Your Fingertips

Our Adhesion Wealth Manager Exchange has nearly 500 asset managers and 4000 investment models to choose from. This Netflix-like platform lets advisors slice, dice, filter, refine and back-test various combos, then use that portfolio across one or several client accounts with just the click of a button.

Clear Communication of Investment Goals

Show clients your value-add by providing a complete analysis of their wealth in an easy-to-understand online setting where they can see how you have accommodated specific requirements such as carried tax gains or losses, socially conscious investment choices, legacy assets, desired cash buffers, and regular income withdrawals.

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Innovating solutions to drive performance

The Adhesion Wealth Manager Exchange empowers advisors with highly scalable, flexible, and customized wealth management solutions designed to help them deliver better investor outcomes. With our acknowledged excellence among wealth management firms and vendors serving financial advisors, we will continue to drive innovative solutions and tools for advisors.

Visit the Adhesion Wealth Manager Exchange

Let’s Talk About Our Extensive Roster of Managers Today

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.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

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