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Adhesion Wealth Manager Exchange

Roster of OCIOs

Investment Management Support

We have expanded our Outsourced Chief Investment Officer (OCIO) roster by developing several strategic relationships with multiple research and strategy providers. Broadening our open-architecture platform this way enables advisors to access our research and manager selection while also identifying an OCIO that matches their style and investment preferences.

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Highly Respected OCIOs Spanning Several Methodologies and Philosophies

Track Record

Our OCIO marketplace is a carefully curated roster of institutions that have well-established track records. They can help fast-track the outsourcing process so that advisors can establish their independence and start generating practice revenue as quickly as possible, or reorganize processes and workflows to scale for growth or accommodate market down-turns.

Open Architecture Keeps You in Control

While some platforms will try to force-fit their own proprietary OCIO services on their advisory clients, Adhesion Wealth believes wholeheartedly in the benefits of an open-architecture platform that allows advisory firms to pick the style and methodology that best suits their practice.

Potentially Increasing Chances for Success

Access to our open-architecture array of portfolio construction methods and solid foundation of proven managers and premium research not only helps you provide personalized, holistic investment recommendations, it can also result in increased time savings and a rise in overall productivity.

Time Better Spent On Client Relationships

Our OCIO partners develop portfolios using high conviction managers, thoughtful asset allocation and in-depth research so advisors can deliver clear and comprehensive investment proposals tailored to their clients’ specific investment objectives, risk tolerance and goals. For firms that don't wish to absorb the cost of developing an in-house competency around manager research, due diligence and asset allocation, our OCIO partners can help you confidently and faithfully communicate your unmatched value to your clients.

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Adhesion Wealth Manager Exchange

The Adhesion Wealth Manager Exchange includes an extensive selection of managers and strategists with a multitude of investment solutions to accommodate your clients’ unique needs. These managers—all available on the Adhesion platform under a single login—offer asset allocation strategies, SMA models and UMA building blocks, hedging strategies to complete portfolios, and more.

Visit the Adhesion Wealth Manager Exchange

Adhesion Wealth OCIO Partners

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See How Our Roster of OCIOs Can Potentially Help You Generate Better Investment Outcomes

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