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.
Potentially lower cost than direct-SMA or mutual fund (plus a better client experience and a reduction in operating expenses).
Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.
Customize, control, and implement your investment program based on the factors that make you and your clients unique.
Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.
Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.
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