The wealth management landscape is constantly evolving. Clients are demanding more sophisticated investment strategies, and advisors are facing increasing pressure to deliver exceptional results while navigating market volatility and regulatory complexities. Are you spending too much time managing investments and not enough time building client relationships? Are you confident you're maximizing portfolio performance and accessing the best investment opportunities?
At Adhesion Wealth, we understand these challenges. Our mission is to empower financial advisors like you by providing comprehensive investment consulting services that streamline your operations, enhance your investment expertise, and ultimately, drive better client outcomes.
Adhesion Wealth's Investment Consulting Services: A Comprehensive Overview
We provide a suite of integrated services designed to support your practice and elevate your investment management capabilities. Designed to help you transition assets to the Adhesion Wealth platform with confidence in a cost-effective way, the core elements of the program include:
- Product Mapping: Our Investment Programs Group will conduct a gap analysis between your existing investment products and those available on the Adhesion platform. You will receive a comprehensive report detailing product matches and potential product options, should they be needed. The Adhesion platform generally includes products clients have requested or products that demonstrate competitive risk-adjusted returns. The platform aims to provide investments that not only seek to deliver performance but also consider and manage the associated risks. The Investment Programs Group may, from time to time, work with asset managers to explore the potential availability of additional products. This process allows us to consider a diverse range of investment options for clients, taking into account their individual needs and risk tolerance.
- Product Replacement Options: With the Adhesion managed product platform, you gain access to a comprehensive range of investment options, allowing for personalized solutions tailored to individual investor goals. Our Investment Programs Group evaluates all products to help you have the best choices available. We provide in-depth product comparisons, considering factors such as cost, risk-adjusted returns, and individual circumstances. This ensures that you can confidently recommend products that align with your clients' unique needs and investment objectives.
- Tax Impact Assessment & Tax Management Offerings: For taxable accounts, the Investment Programs Group can provide an assessment of any tax consequences of moving client assets from their current portfolio into a new allocation. Our Investment Programs Group leverages Adhesion's tax transition tools to minimize realized gains and spread-out long-term capital gains over multiple tax years. Ongoing tax management may also be provided as a result.
- Allocation Construction Support: The Investment Programs Group works with you to determine the investment path which includes the construction and implementation of investor account allocations. The group provides support in the design and implementation of allocations on your instance of the Adhesion platform.
Benefits for you, the Financial Advisors
Working with Adhesion Wealth provides a multitude of benefits for your practice:
- Index Solutions - With us acting as overlay manager, you can leverage our Investable Index Series to fully replicate major market indexes and provide your clients with real-time risk mitigating tools that seek to minimize tracking error from the underlying index while generating tax benefits.
- Manager Monitoring - Our highly customizable technology allows advisors to create manager favorites lists, use real-time data to monitor manager performance, and run custom fact sheets and proposals to help guide you through the complex process of building a properly diversified portfolio.
- Scalability: Whether active or passive, fully outsourced or partially, you can leverage our platform for strategic asset allocation, a strategic and tactical blend, core/satellite and several other approaches—all inside a single account.
Why Choose Adhesion?
At Adhesion, we distinguish ourselves through our, multi-layered due diligence process. Unlike competitors who may rely solely on external data, we combine a comprehensive initial screening (including ADV, GIPS, and investment process checks) with a categorization system and a detailed peer group analysis. This analysis goes beyond simple performance comparisons, incorporating a weighted scoring system across 170 data points covering performance, risk, and benchmark alignment. Our unique approach focuses on creating relevant peer groups based on our platform's offerings, rather than solely relying on broader industry classifications. This tailored approach, coupled with quarterly updates, provides a precise and relevant evaluation for advisors using our platform.
Conclusion
In today's dynamic market, working with a trusted investment consulting firm is more critical than ever. We provide the technology and support to help you thrive. We are committed to helping you build a successful practice and achieve your clients' financial aspirations.
Ready to take your advisory practice to the next level?
Contact us today to schedule a consultation and learn more about how Adhesion Wealth can help you achieve your business goals and deliver exceptional value to your clients. Visit Contact Us | Adhesion Wealth or email us at ic@adhesionwealth.com.