Is It Time to Outsource Investment Management?
Investment management was once considered a core component of an advisor's relationship with their clients. These days, however, there is a strong case to be made for outsourcing the task of managing clients' investment portfolios. RIAs who outsource stand to benefit from more time to work directly with clients and more opportunities to grow revenues and assets under management (AUM). These are just some of the findings of a 2021 WealthManagement.com survey commissioned by Adhesion Wealth and involving more than 330 RIA firms.
The Adhesion Wealth Advantage
Cost Reductions
Potentially lower cost than direct-SMA or mutual fund (plus a better client experience and a reduction in operating expenses).
Powerful Options
Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.
Our Benefits
Your Clients, Your Way
Customize, control, and implement your investment program based on the factors that make you and your clients unique.
Flexible & Scalable
Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.
Service and Support
Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.
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What You Get With Adhesion Wealth
- Spend more time doing what you do best–building client relationships and growing your business.
- Utilize our open architecture roster of model-based investment solutions with access to your choice of SMA managers, ETFs, asset allocation and strategic models, and OCIO providers.
- Provide real-time, robust client portfolio analysis and performance reports to enhance client meetings.
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Are you considering outsourcing your investment management function?
Request a consultation with our team today!
