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Overlay Management

Tax Management

Creating Tax Alpha

Adhesion Wealth’s tax-sensitive overlay management service is an automated answer to the challenge of identifying the most tax-advantageous ways to enact trading. We enable you to efficiently optimize trading and tax-loss harvesting at the sleeve and account level.

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The Ultimate Goal Is Tax Alpha

We’ll help you incorporate pre-trade tax-aware considerations and other variables to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance your clients’ after-tax total return.

Adhesion Wealth’s premium, customizable overlay solution can help address differentiated tax circumstances that require individualized attention to diversify portfolios in a tax-efficient manner through:

  • Tax loss harvesting
  • Gain/loss matching
  • Avoiding wash sale violations
  • Delaying a trade until a short–term position goes long–term if there is no offset

Our Established Tax-Aware Capabilities

Proactive Tax Management

Adhesion Wealth’s proactive, opportunistic approach can employ tax-loss harvesting year-round—not just at year’s end—to take advantage of losses whenever market conditions warrant.

Client–Specific Customization

Leverage our in-depth expertise to scalably deliver customized tax management at the client level, helping you establish tax mandates for client-specific gain/loss budgets.

Effective, Centralized Approach

Our tax management capabilities are enabled through the combination of Adhesion Wealth’s sophisticated UMA platform, a centralized overlay portfolio management service, and a series of parameters defined by the Separate Account Managers (SMA) available through our manager marketplace, the Adhesion Wealth Manager Exchange.

Adhesion Wealth Taxable Account Transition Service

Our engineered process enables a custom transition program for each client’s account by implementing a tax-budgeted transition around a direct-invested index, customized specifically to achieve target risk and tax goals.

Find Out How You Can Generate Tax Alpha

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