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Our Supporting Partners

Learn More About Our Amazing Partners

Our extraordinary platform is structured based on close alliances with these trusted firms.

CharlesSchwab
BluePrint 
iCapital
Crystal Capital
Franklin Templeton
Swayze Compliance
Orion
Why Schwab?

Adolos Asset Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. By using Schwab as primary custodian, Adolos AM has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Separately managed account services for those who want to leverage the expertise of professional third-party asset managers who apply their unique insights, experience, and investment acumen on behalf of the investor.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.

The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and the confidence their clients have in Schwab.

Financial results and more information about the Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.

These materials have been independently produced by Adolos Asset Management. Adolos AM is independent of, and has no affiliation with, Charles Schwab & Co., Inc., or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Adolos AM provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Why Blueprint Investment Partners?

Blueprint Investment Partners (Blueprint) was founded in 2013 based on an investment philosophy honed by the co-founders during the 2008 financial crisis. Blueprint helps advisors like Adolos Asset Management, grow and strengthen our practice through investment and practice management services. Their firm approaches all relationships with a deep sense of humility, placing the interest and brand of clients like Adolos AM above their own.

Blueprint believes that while the market is unpredictable, human behavior is not – and the firm took this into account in building its systematic investment process. Their process relies on mathematical principles and objective reasoning, which Blueprint believes allows investors to stay the course in emotionally charged environments. Wall Street feeds off human discretion. Blueprint offers a formidable defense because their objective approach is not swayed by opinion.

Blueprint’s guiding philosophy has three central principles:

PRINCIPLE 1 – PRICE IS KING
It is the chief input for decision making.

PRINCIPLE 2 – OUTLIER RETURNS ARE ASYMMETRICAL
Blueprint reduces exposure when prices fall and increases exposure when prices rise. The goal is to perpetually work from a higher base position.

PRINCIPLE 3 – SYSTEMATIC INVESTING LEAVES NO ROOM FOR EMOTION
Humans let emotions get the best of them, which can lead to abandoning “the plan” during times of euphoria or fear. A repeatable process counteracts this problem by specifying what, when, and how much to buy/sell.

We trust Blueprint with the important role of subadvisor because they provide our clients access to efficient and effective strategies that offer a high probability of achieving their stated objectives. Blueprint’s disciplined approach, client-first mindset, advanced technology, and dynamic process greatly enhance our ability to serve you.

Why iCapital?

At Adolos Asset Management, we are proud to join forces with iCapital, a groundbreaking company that was established in 2013 with a mission to democratize access to high-quality alternative investments for wealth advisors and their high-net-worth investors. With iCapital, we have gained access to an unparalleled platform that connects us with new sources of capital, revolutionizing the alternative investment landscape.

iCapital has quickly gained recognition, attracting clients, partners, and investors, and is well on its way to becoming the world's leading marketplace for alternative investments. As a partner, iCapital embodies innovation, education, and expertise, offering intuitive and scalable digital solutions that have transformed the way private market and hedge fund investments are bought and sold.

By collaborating with iCapital, Adolos AM has access to a comprehensive suite of tools and resources required to deliver the full potential of alternatives to high-net-worth investors. iCapital's cutting-edge platform has revolutionized the entire process of investing in alternative assets, providing tech-driven solutions for advisors, high-net-worth clients, asset managers, and banks alike.

Driven by principles of integrity, collaboration, accountability, partnership, and excellence, iCapital stands as an exceptional option for Adolos AM clients. iCapital’s unwavering commitment to these core values ensures a seamless and transparent experience, aligning perfectly with our own mission of delivering exceptional investment solutions to our clients.

Through our partnership with iCapital, we empower wealth advisors and their high-net-worth clients to harness the power of alternative investments like never before. Together, we are transforming the industry, enabling broader access, and driving exceptional outcomes for our clients. Experience the future of alternative investing with Adolos Asset Management and iCapital.

Why Crystal Capital?

Crystal Capital Partners (Crystal) provides a pathway for Adolos AM to tailor portfolios for qualified purchaser clients using a diverse range of industry-leading Alternative Investment Funds (Alts). This partnership opens doors to renowned fund types like Private Equity, Private Credit, Venture Capital, Real Estate, and Hedge Funds.

Traditionally, these private funds have been accessible only to institutional investors, such as endowments, sovereign wealth funds, and pension plans, due to their high minimum investment requirements. Crystal is revolutionizing the landscape by enabling its clientele to access top-notch alts with reduced minimums compared to direct fund investments. This empowers us to build portfolios that rival those of institutions.

As the market evolves, clients are seeking low correlated returns in a sustained volatile environment, extending beyond the conventional 60/40 portfolio. Crystal's platform grants us access to a diverse selection of 50+ institutional private market and hedge funds, encompassing diverse strategies and vintages. Notably, their manager selection process adheres to the highest standards by refusing compensation or placement fees for distributing underlying funds, ensuring conflict-free decision-making.

Crystal Capital Partners provides a partnership that empowers us to navigate the world of alternative investments effortlessly, backed by technology, expertise, and a dedication to client success.

Why Franklin Templeton?
Franklin Templeton has built a world-class investment firm that aims to offer the best of both worlds: global strength and investment specialization. And it’s the reason millions of clients in more than 155 countries have entrusted Franklin Templeton with their investments, making them one of the world’s largest asset managers with $1.3 trillion in assets under management.

Franklin Templeton brings together leading independent investment managers to provide Adolos AM deep expertise and specialization within and across asset classes, investment styles, and geographies. All told, Franklin Templeton’s investment teams comprise more than 1,300 investment professionals located across 23 countries, giving them an ear to the ground in the world’s most significant markets. And they’re backed by a strong, global infrastructure with at-scale capabilities in research, data analytics and servicing. This combination of autonomous, entrepreneurial investment teams and global strength makes Franklin Templeton uniquely agile.

While Franklin Templeton’s structure makes them agile, their scale lets them offer hundreds of strategies across active, factor-based, and passive approaches—in a full range of vehicles. Franklin Templeton also offers extensive multi-asset capabilities. So, they never need to favor a particular type of solution. Instead, they can provide options best suited to the unique needs of every client, institutional or individual. And beyond their core function of delivering investment returns, they provide their clients with tailored support through a global distribution platform, technology-based tools, and value-added services.

Franklin Templeton believes it’s just as important to drive long-term success as it is to seize today’s opportunities. As a closely held public company with a strong balance sheet, they’re able to invest and manage the company for the long term. That’s what lets them keep building on their long track record of developing innovative products and tools for their clients.
Why Swayze Compliance?
Registered Investment Advisors such as Adolos AM are required to adhere to strict regulations issued by the Securities and Exchange Commission (SEC). These regulations exist to protect investors. Swayze LLC was vital in launching Adolos AM into the regulatory space as an RIA and now serves as a partner to guide us down the SEC’s regulatory path.

Led by their experienced founder, Ashleigh Swayze, Swayze LLC brings over 20 years of compliance expertise specifically tailored for registered investment advisers. Swayze has curated a remarkable team with extensive knowledge spanning various aspects of the financial industry, surpassing the boundaries of compliance alone. Their staff members possess deep insights into legal matters, business issues, marketing, business development, and human resources. This diverse expertise allows them to provide comprehensive solutions that are finely tuned to address our specific needs.

Maintaining an ongoing relationship with Swayze's dedicated team is crucial for the successful implementation of our compliance plan and the effective management of risk. By partnering with Swayze, we can rest assured that our business's integrity is safeguarded, allowing us to concentrate on delivering exceptional service to our valued clients.
Why Orion Advisor Technology?

Orion Advisor Technology, started in 1999, is a wealth management platform that specializes in analytics, data aggregation, and performance reporting. Their mission is to enable fiduciary advisors to operationalize their vision for success by delivering extraordinary technology. Orion serves over 2,000 advisory firms and has $1.3T in assets under administration. We partner with Orion Advisor Technology for portfolio management technology.

Adolos Asset Management clients can have peace of mind knowing that Orion’s data services include complete daily domestic reconciliation of accounts, six days a week. That is over 3.6 million accounts reconciled daily. In addition, fiduciary data is tailored to the client’s needs and desires. Clients can view daily transactions and values on accounts, ranging from checking/savings to investment. This data, and more, is available through an easy-to-use client portal or mobile app.

Every client’s data is secure, with daily, weekly, and monthly data audits, in addition to industry leading security certifications (SSAE-18 SOC 1 Type II audited and ISO 27001 certified). Orion’s systems are monitored for cyber-security threats and follow industry-best practices to respond quickly to potential incidents.

We trust Orion as our technology platform due to their outstanding reputation for cutting-edge technology, user-friendly client and advisor interface, and commitment to customer service. Their data aggregation capabilities, ability to customize, and robust digital offerings provide a terrific client experience.

These materials have been independently produced by Adolos Asset Management. Adolos AM is independent of, and has no affiliation with, Charles Schwab & Co., Inc., or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Adolos AM provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.