AEPGAvalon East Pagan Gathering (Canada)
AEPGArmy Electronic Proving Ground
AEPGAnalysis and Experimentation Planning Group
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Barrett Ayers, EVP, Managing Director of Overlay Portfolio Management at Adhesion adds, "We have a tremendous appreciation for the thoughtful approach AEPG has taken in the redesign of their investment program.
AEPG considered about a dozen different providers over a nine month long project, commencing with a detailed request for proposal.
With the scalable reporting and investment capabilities AEPG gains from Adhesion's WealthADV platform, they are now in a position to replicate their business model well beyond their traditional New York Metro footprint.
AEPG also helps CPA and other solicitors who wish to set up their own independent registered investment advisory firms.