Lockwood Advisors Inc. Overview Fact Sheet

Audience: RIA, Investor

This fact sheet provides an overview on the benefits of partnering with Lockwood Advisors, Inc. and the team's investment philosophy.

What We Learned on the Road to Launching an Alternative Mutual Fund

Audience: Prime Brokerage

Hedge fund managers and mutual fund companies are eager to bring alternative strategies into the mutual fund space. Is this trend really in the best interests of managers and investors? Which strategies are the best candidates for making the jump? What pitfalls lurk along the way?

Closing the e-Delivery Gap: The 2013 e-Delivery Survey

Audience: Broker-Dealer, RIA

Changing the traditional paper-based behaviors of advisors and investors remains a challenge. Discover useful, actionable data and analysis to increase e-delivery adoption.

Investor Trends in Technology

Audience: Broker-Dealer, RIA

This paper looks at the attitudes of several key demographics of investors towards technology, and explores how advisors can make the right choices to serve those key demographics.

Knowing Your Investor: A Manager's Guide to How and Why Institutional Investors Access the Alternatives Market

Audience: Prime Brokerage

Institutional investors allocate capital across a variety of asset classes, including equities, fixed income, private equity, real estate, hedge funds and real assets. Allocations to each asset class bucket are based on risk/return objectives, liquidity profiles and other restrictions (mandates) set by the investor or their client(s). Each investor has particular mandates.