America's Best Direct Indexing Buyers Guide 2024 - 24

2024 DIRECT INDEXING BUYERS GUIDE
Adhesion Wealth Advisor Solutions
5925 Carnegie Blvd, Ste 500, Charlotte, NC 28209 * www.adhesionwealth.com
ADHESION
WEALTH
Barrett Ayers
President & CEO
We've been helping advisors
for nearly 25 years, so market
shocks are nothing new to us,
but that doesn't make them
easier to digest. Over the past
few years, many of our clients
who were selectively outsourcing
found themselves stretched way
too thin and doubled down on
the outsourcing value proposition
to spend more time with their
clients and their own families.
In 2022, Adhesion launched tax
alpha reporting showing investors
the value of an advisor's decision
to enable active tax management
within a UMA using direct indexes
and a core/satellite structure that
allows for conditional position
absorption and tax-aware
sensitivity. We also launched
the ability to calculate tax alpha
at branch and firm levels. Ondemand
calculations empower
advisors to assess the success of
tax management strategies.
We saw many of our advisors
use the market volatility to their
advantage by participating in
our tax overlay program and
opportunistically harvesting
losses. More acquisitive advisory
firms leveraged our Tax Transition
program coupled with our Direct
Indexing program to absorb low
basis holdings into a portfolio
for acquired practices and
breakaway teams.
Adhesion Wealth enables advisors to easily
provide separately managed account (SMA)
and unified managed account (UMA) portfolios
to investors. The Adhesion platform empowers
advisors to bring highly scalable, modular, and
customized wealth management solutions designed
to enable them to deliver better investor outcomes.
Adhesion clients can develop highly scalable
multimanager UMAs assembled on their own
or through the help of our OCIO marketplace.
Advisors are not limited to a handful of managers
or ETF strategies like other platforms. Adhesion
has the industry's second-largest model
marketplace that is rapidly expanding and awardwinning.
Advisors can rest easy knowing they
have access to an array of model-based SMAs
that can be combined with ETF strategists, OCIO
providers, as well as most mutual funds, ETFs,
and Rep-as-PM models. Flexibility and access
are never limiting factors.
Adhesion's cash management and tax
management programs are extremely powerful
and allow for reliable and predictable account
administration. The solutions enable advisors
to set threshold parameters for each client, and
the rules-based overlay engine automatically
rebalances and trades accounts in real time.
What can Adhesion do for you? Advisors can
access Adhesion's industry-leading direct index
program or build their own personal indexes using
a library of overlay options and tilt/factor/style
modules. A suite of core/satellite strategies can
be created to combine direct index solutions with
active equity managers. The direct index keeps the
cost down while also providing plenty of harvesting
opportunities to offset gains in the satellite. Tax alpha
is a tangible recurring benefit that can often offset
the fee while highlighting your value in ways most
advisors and platforms can't.
Adhesion's cash management and tax
management programs are extremely powerful
and allow for reliable and predictable account
administration. The solutions enable advisors
to set threshold parameters for each client, and
the rules-based overlay engine automatically
rebalances and trades accounts in real time.
Why do leading investment advisors choose
Adhesion? Adhesion prides itself on being more
than a vendor to RIAs. We partner with advisors
to develop a customized solution that acts as a
springboard for their growth. So, whether you
are an early phase RIA looking for an investment
foundation to build upon, a larger, established
advisory firm looking to bring your firm to the
next level, or a TAMP looking for a technology
backbone, Adhesion has a solution.
New business contact:
Mark Scanlan, Head of Sales
Phone: (980) 580-4782
Email: mscanlan@adhesionwealth.com
Platform/product architecture: Open
Total AUM/AUA: $11.3 billion, total discretionary
Year direct indexing platform/
product began: 2009
Indexing type: Product and platform
Distribution strategy: Adhesion Pro Platform
Advisor channel served: We seek to serve all
advisor channels.
Personalization options: Yes
Private labeling offered: Yes
Managers GIPS©
compliant: Most
Number of custom indices available: 21
Types of products available: All custodial mutual
funds and ETFs; model-based separate account
managers, hybrid fixed income managers, ETF/
24
fund and multimanager strategists
Tax optimization features: Yes
Trade efficiency: Yes
Sleeve-level reporting: Yes, via tax lot/trade
tagging for maximum precision
Integration with trade execution or order
management systems: Yes
Integration with trust accounting systems:
No, but it does support segregation of P&I.
Proposal generator availability: Yes, digital
workflow for profiling, proposing and enrolling
Investment policy statement generation: No
Asset allocation methodologies used: Yes
Aggregation of held-away accounts: Yes
Rebalancing features: Yes
Supported custodians: Fidelity IWS, TD/Schwab,
Pershing Advisor Solutions, Trade PMR
Marketing support offered: Indirectly
https://www.adhesionwealth.com/
America's Best Direct Indexing Buyers Guide 2024

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