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Scale Portfolio Delivery with Adhesion

Access custom models, institutional strategies, and turnkey SMA/UMA solutions, all within a flexible, advisor-first platform.


What Is Adhesion?

Adhesion is a customizable, outsourced investment platform that empowers advisors to build and deliver portfolios at scale without sacrificing control. From personalized model construction to SMA/UMA marketplaces and tax-aware trading, Adhesion supports both growth and compliance.

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At FourStar Wealth Advisors, we recommend Adhesion to firms looking to increase efficiency, expand investment offerings, and serve more clients without overwhelming their team.

Why Advisors Use Adhesion

  • Access a curated model marketplace

  • Build & deliver custom SMAs/UMAs

  • Leverage tax-aware rebalancing tools

  • Outsource trading, billing, and performance reporting

  • Maintain control over investment decisions

  • Scale portfolio delivery across client segments

Build, Customize & Launch
Inside Adhesion

  • Help you select and customize models

  • Set up SMA/UMA portfolios for your practice

  • Integrate Adhesion with Orion, RedTail & others

  • Configure tax-aware trading and reporting

  • Offer advisor and team training

  • Provide oversight to ensure compliance and performance

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FourStar Wealth Advisors LLC is committed to empowering advisors with clarity, confidence, and the right tools to deliver lasting client value.

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