Adhesion Wealth Advisor Solutions
Christopher Waters is an experienced finance professional with a robust background in asset management relations. Currently serving as the Director and Head of Asset Manager Relations at Adhesion Wealth since December 2021, Christopher has played a pivotal role in enhancing integrated managed account solutions. Prior to this, Christopher was the Global Head of Fund Manager Relations at Aliier Global GmbH - X-Note® from March 2012 to November 2019, focusing on providing asset managers access to global markets. Christopher's earlier experience includes roles at Envestnet Asset Management as Vice President and Director of SMA and Sub-Advisory Relations, Relationship Manager at Bear Stearns, and AVP, Relationship Manager at EnvestnetPMC, demonstrating a consistent trajectory of building strategic relationships within the investment management industry.
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Adhesion Wealth Advisor Solutions
Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. Our integrated platform offers powerful options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. The Adhesion platform not only offers customized solutions but a potential revenue stream through Direct and Personal Indexing. Direct indexing gives clients broad exposure to an asset class, like large-cap equities. Rather than buy a mutual fund or ETF, investors own the individual stocks that comprise an index. The customization comes in when advisors tweak which index components they buy—or don't buy—and in what proportions. We can also help you achieve tax alpha by incorporating pre-trade tax-aware considerations to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance after-tax total return. Adhesion's customizable overlay solution can address unique tax circumstances in a tax-efficient manner through tax-loss harvesting, gain/loss matching, avoiding wash sale violations, and delaying a trade until a short-term position goes long-term if there is no offset. Learn more: sales@adhesionwealth.com Adhesion Wealth is headquartered in Charlotte, NC. Our focus is enabling advisory firms to scale growth and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. is an investment adviser registered with the U.S. SEC.