CMCWealthADV MultiManager Strategies Now Independent Custodians



Capital Market Consultants LLC (CMC) announces the addition of its roster of CMC-WealthADV Multi-Manager strategies to major independent custodian platforms. These strategies are available to advisors working through Adhesion Technology's WealthADV platform. Advisors should check with their custodians for the availability of CMC-WealthADV Multi-Manager strategies. These strategies will be listed as Adhesion's overlay management subsidiary 'Atria Investments'.

"We currently have a roster of seven CMC-WealthADV global, multi-manager strategies to cover a wide spectrum of client investment objectives and suitability" said Barry Mendelson, CIMA Managing Partner of CMC, "including Appreciation, Growth and Income (taxable and tax exempt), Conservative Growth (taxable and tax exempt), and Balanced (taxable and tax exempt). Four new additional CMC-WealthADV domestic equity strategies will be announced shortly. We are excited to be enhancing our multi-manager UMA model portfolio offerings in collaboration with Adhesion. With the rapidly expanding UMA marketplace we both see a great growth opportunity ahead. We expect to be on all major custodial platforms in the very near future" said Barry Mendelson, CIMA Managing Partner of CMC.

"Advisors expend significant time and expense, as part of their fiduciary duty, ensuring access to high quality manager choices necessary for making prudent portfolio decisions," continues Barry. "Alternatively, the pre-packaged CMC-WealthADV composite strategies allow advisors to eliminate that time and expense by leveraging the investment manager research and portfolio construction expertise of CMC. The CMC-WealthADV Global Composites implement custom combinations of select money managers who are leaders in their respective sectors of domestic equity, international securities and investment grade fixed income. We select these managers as part of our core research and ongoing due diligence practice and then create blends suitable for most client objectives and risk profiles."

"Pre-built composite portfolios make it much easier for advisors to implement asset allocation strategies for their clients," said Michael Stier, Adhesion's President and CEO. "With the WealthADV UMA platform advisors deliver distinctive, personalized investment management for their clients. By leveraging CMC's expertise in manager selection, ongoing due diligence and composite construction advisors greatly simplify implementation while enhancing value and prestige delivered to clients."

About Capital Market Consultants, LLC

CMC is the leader in developing custom managed money business solutions for financial service organizations and intermediaries. With nearly fifty years of managed money experience, 100 combined years of high net worth investor experience and a unique set of team skills, credentialed staff and resources CMC is the partner of choice for firms striving to grow their third party investment management businesses. For more information regarding CMC please visit with us at www.cmarkc.com, or contact Barry Mendelson at barry(at)cmarkc.com or 414-727-7995.

About Adhesion

Adhesion has been delivering wealth advisor solutions since 1999. Its WealthADV platform is a comprehensive Managed Investing service, providing the complete client reporting, back office and managed account solutions RIAs need to stay at the forefront of the market and to grow successful practices. For more information regarding WealthADV please visit with us at www.WealthADV.com, or contact Rich Conley at rich.conley(at)wealthadv.com or 888.295.8351.





CMCWealthADV MultiManager Strategies Now Independent Custodians