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Adhesion Wealth, an outsourced investment management platform for registered investment advisors, has launched an offering to deliver customized tax-advantaged investment options.

The offering is called Personal Indexes and enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences. The objective is to reduce tax liabilities as much as possible.

"Minimizing tax liability while managing portfolio risk is an important component of the overall value advisors bring to their clients," Barrett Ayers, president of Adhesion Wealth, said.

The new solution expands Adhesion Wealth’s Investable Index Series, which tracks major market indexes except with a smaller subset of equity holdings, all individually owned by the investor. 

The firm helps advisors build multi-manager strategies using turnkey investment solutions on the Adhesion Manager eXchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. Adhesion Wealth is a wholly-owned subsidiary of Vestmark, a business located outside Boston, Massachusetts, and founded in 2001.