Custom Model Solutions (CMS) at Adhesion Wealth let you customize professionally managed model portfolios to fit your firm’s unique investment approach; with no platform fee,* no integrated tax management fee, and trading and rebalancing handled entirely for you.

CMS can address a number of problems faced by RIAs, which we explore in this new paper.

Download a copy today to see if CMS can solve a problem for you.

*Accounts invested in Custom Model Solutions are not subject to Adhesion platform fees, however accounts are subject to advisor management fees, fund fees, applicable product (model manager fees), and transaction fees charged by custodians as applicable.