Adhesion Wealth
A managed account platform offering customizable portfolio construction and outsourced overlay management for advisors.
Overview
Adhesion Wealth provides an integrated managed account platform designed for independent advisors to create sophisticated investment portfolios tailored to diverse market conditions and client objectives.
The platform offers flexible and scalable portfolio construction and delivery options, including outsourced overlay management, tax transition and tax management, and single account registration for coordinated manager operations.
Adhesion Wealth supports advisors with extensive investment content, brandable advisor desktop tools, and a white-glove service and support team to enhance practice efficiencies and client outcomes.
Key Features
- + Outsourced overlay management to reduce operational burden
- + Tax transition and tax management to minimize tax impact
- + Single registration account consolidating activity and reporting
- + Customizable portfolio construction solutions aligned with risk/IPS
- + Brandable advisor desktop with performance and analytics tools
- + Extensive investment content including SMAs, ETFs, mutual funds, and OCIO providers
- + Flexible deployment supporting various investment programs and methodologies
- + White-glove service and support team