Managed Account Solutions

Pershing Managed Account Solutions provides access to a comprehensive suite of fee-based advisory solutions. We take a highly consultative approach to help you determine the products, program and service offering that best fit your business needs. You may choose a pure, open-architecture environment or more packaged, turnkey solutions offered through our affiliate, Lockwood Advisors, Inc., or through a network of turnkey asset management providers available in Managed Account Network™. Regardless of the approach you select, you will have access to multiple managed account solutions through a single, integrated platform, with a consistent client experience throughout the entire process. This document provides an overview of the services provided by Pershing Managed Account Solutions.

Managed Account Solutions June 08, 2009 20090608

Managed Account Solutions

Pershing Managed Account Solutions provides access to a comprehensive suite of fee-based advisory solutions. We take a highly consultative approach to help you determine the products, program and service offering that best fit your business needs. You may choose a pure, open-architecture environment or more packaged, turnkey solutions offered through our affiliate, Lockwood Advisors, Inc., or through a network of turnkey asset management providers available in Managed Account Network™. Regardless of the approach you select, you will have access to multiple managed account solutions through a single, integrated platform, with a consistent client experience throughout the entire process. This document provides an overview of the services provided by Pershing Managed Account Solutions.

 

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Pershing LLC - Headquarters
One Pershing Plaza
Jersey City, NJ 07399
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