• Operational Support
  • Clearing and Settlement Services
  • Compliance Tools
  • Custody Services
  • Reporting Services

• Trading Services
  • Equity Trading
  • Fixed Income Trading
  • Best Execution

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions
  • iNautix Enterprise Solutions

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events
  • Marketing Services
  • Training Services
  • ValueAlliance®

• Service Excellence
  • Dedicated Service Model
  • Quality Management Process
  • Reliability

Managed Account Solutions

Pershing Managed Account Solutions offers you access to an outstanding lineup of respected advisors, plus a choice of approaches ranging from turnkey to fully customized. You can offer mutual fund wrap programs, separately managed accounts, unified managed accounts, and advisor-directed programs.

Managed Account Advisor™

• Turnkey advisory solution you can brand as your own, with Lockwood Advisors serving as program sponsor

Managed Account Command™

• A flexible way to build your own customized managed account platform and act as program sponsor, while leveraging our technology and infrastructure

Managed Account Network™

• Access to leading turnkey asset management program providers, including Concord Equity Group Advisors Inc.; Envestnet Asset Management, Inc.; FundQuest Inc.; Lockwood Advisors, Inc. (a Pershing affiliate); Morningstar Investment Services, Inc.; and Tercet Capital LLC

A Broad Spectrum of Products

You can also access these offerings from our registered investment advisor affiliates:

Lockwood Advisors, Inc. provides

• Traditional separately managed accounts - Research coverage on separately managed accounts from 75 third-party separate account managers
• Lockwood AdvisorFlex Portfolios™ - Advisor-driven unified managed accounts

Lockwood Capital Management, Inc. provides

• Lockwood Investment Strategies - Discretionary unified managed accounts
• Lockwood Asset Allocation Portfolios - Discretionary mutual fund and exchange-traded fund wrap accounts
• Lockwood Investment Strategies Longevity Income Solutions (LIS²) - Retirement income strategy that offers a lifetime income guarantee option on an investor's managed account assets

Contact us to see how we can help you tailor managed account programs to your business needs.

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