CHARLOTTE, NC — (Marketwire) — 01/16/13 — Advisor Solutions Inc. (“Adhesion”), a leading practice management and partner to wealth advisors nationwide, today announced that it is partnering with BlackRock (NYSE: BLK) to offer the recently introduced BlackRock Model Portfolios in its investment strategies line-up. Adhesion will offer the BlackRock models in an investable, turnkey solution — giving RIAs the tools to put their clients- money to work within these model portfolios, combined with a comprehensive Investing-Monitoring-Reporting service.
The leverage BlackRock-s proprietary risk analytics and investment systems with the financial markets and business process expertise that comes from being a part of the world-s largest asset manager. Implemented via Adhesion-s market-leading , the BlackRock Model Portfolios deliver an innovative, modular approach to constructing investment solutions for advisors- clients:
I. which can be used independently or incorporated into a broader asset allocation program:
a) – Aims to help clients generate annual income targets in a risk efficient manner
b) – Seeks to deliver income while protecting against inflation and/or rising rates
c) – Seeks to deliver outperformance versus a global equity benchmark through tactical selection of regional and sector equity exposures
II. are a complete, turnkey asset allocation program using BlackRock ETFs and mutual funds;
a) Portfolio construction process seeks to balance risk and return in a disciplined fashion leading to highly diversified and risk efficient portfolios for return delivery
b) Intended to serve as a foundational strategic asset allocation, long-term in nature, with low annual turnover
“BlackRock and Adhesion share a similar philosophy and commitment to helping today-s RIAs grow their practices and better serve their clients,” states Sue Thompson, Managing Director, Head of the iShares Institutional Asset Management/RIA Channel at BlackRock. “By partnering together on this turnkey solution, Adhesion clients can now look forward to the high quality delivery of BlackRock-s Model Portfolios wrapped within the comprehensive proposal, monitoring and reporting service Adhesion is known for.”
“BlackRock is a world leader in active and index investing, expertly using a mix of ETFs and mutual funds to garner exposure while reducing risk and expenses, which is exactly what RIAs are seeking in today-s volatile markets,” says Michael Stier, president and CEO of Adhesion. “The BlackRock Model Portfolios are an important addition to Adhesion-s growing marketplace of investment solutions. They will strongly appeal to advisors seeking high quality, index-oriented, low cost investment solutions for their clients.”
For more information, or to speak with an Adhesion executive, please contact Melinda Staab at or 443.831.5111.
Founded in 1999, Adhesion-s flexible solutions and high-touch service model are specifically designed to meet the unique needs of RIAs. Adhesion serves as a true partner, providing a scalable, flexible and customized Investing-Monitoring-Reporting solution. The Adhesion Partnership meets the unique needs of each client firm, providing the tools that enable them to grow their business from within — achieving operational excellence and increasing time spent on developing and strengthening client relationships. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration. For further information, visit Adhesion Wealth Advisor Solutions at
Melinda Staab
(443)831-5111