An AssetMark Company - Learn More

Investment Consulting

Tax Transition

Unlocking Taxable Client Accounts

In today’s markets, advisors need to show that they can effectively minimize tax liability while monitoring portfolio risk. Whether dealing with the addition of new client assets or changes to legacy positions, Adhesion Wealth’s platform can help you add “advisor alpha” by streamlining and simplifying the process of transitioning taxable client portfolios.

Investment Consulting Hero Side by Side

Adhesion Wealth’s Taxable Account Transition Service

Managing Tax & Risk Simultaneously

Our highly advanced process enables custom tax transitioning capabilities to help you unlock client assets by implementing a phased, tax-budgeted transition around a direct-invested index customized specifically to achieve the target risk profile for each account.

Opportunistic Loss Harvesting Program

Our Adhesion Wealth Customized Transition Index (ACTI) is a direct-invested index optimized to track a major market index (e.g., S&P 500 or Russell 3000) while incorporating legacy positions for transition, allowing losses to be harvested opportunistically.

A Customized, Client-Centric Process

We’ve developed a systematic way to offer your clients transition impact analysis, a transition plan with scenarios, establishment of rules, implementation of ACTI, all to ultimately communicate your value as a trusted advisor.

Tax Transition 2440x1284

Tax-Efficient Transitions That Preserve Target Risk Profiles

Are you looking for a way to provide clients with a clearly communicated process that demonstrates your added value through planning, tax budgeting, risk profiling, and progress reporting? See how Adhesion Wealth can help do just that.

Download Fact Sheet

Tax Transition 1570x944

Adhesion Wealth Customized Transition Index (ACTI)

ACTI is optimized for each client to deliver a portfolio component of defined risk and return while effecting the disposition of legacy positions. Our custom indexing can help you

  • Model client portfolios around a component of known size and risk
  • Own equity holdings in a separate account
  • Harvest losses opportunistically to offset gains

Learn More About Our Tax Transitioning Services