Leveraging the UMA technology of Adhesion, Auour is providing an investment solution for RIAs and IBDs that want to upgrade to the next generation of downside protection.
October 03, 2016: Auour Investments announced that their Instinct family of strategies is now available on Adhesion Wealth Advisor Solutions’ unified managed account platform. The Instinct family of strategies is built using low-cost, passively-based ETFs that strive to protect capital in times of duress without the need to sacrifice performance in rising markets. With the Auour Regime Model (ARM) at its core, the Instinct family will allow those advisors using the Adhesion UMA platform to gain access to the next generation of downside protection.
Leveraging Adhesion’s UMA technology, financial advisers are now able to build complete investment solutions for their clients that are constructed on the premise of regime-based investing and offer responsiveness to the changing risk environments of the market.
“We are excited to have Auour Investments available on the Adhesion platform” stated Barrett Ayers, Adhesion’s Chief Solutions Officer. Added Ayers “Their approach to portfolio management within a risk controlled framework is an ideal fit for the advisory community that both Auour and Adhesion serve. We are excited to be the first to partner with them to distribute the Auour models on a national level.”
Auour has been recognized as a leader in innovation within the investment world, and specifically as an innovator in regime-based investing. Since the Great Recession, many large institutional money managers have been adopting investment processes that adapt to the changing risk regimes within the market. Auour believes that it is the first firm to bring the strategy to the retail space for the benefit of individual clients. Rooted in fundamental investing principles and extensively tested and deployed in proprietary algorithms, Auour’s strategies are driving the industry to focus on facets that have been found to drive investment performance: market participation, asset allocation, and cost.
“With our recent awards in innovation and forward-thinking within the investment space, we find it a natural fit to partner with Adhesion, given their impressive technological advances and industry partnerships. We see many opportunities to deploy our strategies across all of Adhesion’s offerings in the RIA, IBD, and robo spaces,” Ken Doerr, managing principal and head of quantitative investing at Auour, said.
With $13 billion in assets under administration and $3 billion in UMA AUM and as a recent addition to the TD Ameritrade UMAX platform, Adhesion offers Auour a substantial platform to launch nationally.
“Durability of our investment process has been a key focus since we started our firm. With the scalability and high support level of Adhesion, we believe we have extended that focus into our distribution channel,” Robert Kuftinec, managing principal of Auour, said.
Auour Investments (pronounced ‘our’), an SEC-registered investment advisor, offers individuals, institutions, and financial advisors a range of investment strategies delivered through ETF-based portfolio construction techniques. Auour’s mission is to maximize Transparency, Trust, and Total Return by applying over six decades of collective experience within leading financial institutions. To learn more about Auour’s innovative approach to market risk detection, please go to http://www.auour.com.
About Adhesion Wealth Advisor Solutions
Founded in 1999, Adhesion is an industry-leading UMA platform, specializing in delivering advisor-directed investment strategies in innovative ways. Adhesion offers RIAs a highly personalized, open architecture UMA platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Focused exclusively on RIAs, Adhesion is the only integrated UMA platform with the flexibility to deliver an advisor’s unique investment and business model. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration. For further information, visit Adhesion Wealth Advisor Solutions at http://www.adhesionwealth.com