Lockwood Investment Strategies: Discretionary Unified Managed Accounts Given market volatility, many advisors are reexamining the core investment strategies within their clients’ portfolios. In order to help ensure that these portfolios provide broad diversification and continue to meet the risk profiles of their clients, many advisors are leveraging professionally managed solutions.Launched in 2003, Lockwood Investment Strategies is designed to help simplify the complex process of investing in multi-asset class portfolios by combining strategically driven asset allocation, subadvisor and investment selection and portfolio construction expertise into a unified managed account structure. Lockwood Investment Strategies: Discretionary Unified Managed Accounts October 19, 2009 20091019 20141019
Lockwood Investment Strategies: Discretionary Unified Managed Accounts

Given market volatility, many advisors are reexamining the core investment strategies within their clients’ portfolios. In order to help ensure that these portfolios provide broad diversification and continue to meet the risk profiles of their clients, many advisors are leveraging professionally managed solutions.Launched in 2003, Lockwood Investment Strategies is designed to help simplify the complex process of investing in multi-asset class portfolios by combining strategically driven asset allocation, subadvisor and investment selection and portfolio construction expertise into a unified managed account structure.



 

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