Managed Account Solutions

Choice and Flexibility to Put You in Control

Demand for advisory solutions has continued to grow. Pershing can help make it easy to manage the complexities of a holistic wealth management program tailored for your specific needs. Choose from a wide assortment of technology solutions, professionally advised investment offerings and research, and outsourcing capabilities designed to help you grow your program, while reducing costs and simplifying your business.

Managed Accounts Technology

Deliver an intuitive, integrated and easily accessible managed accounts experience with our flexible technology solutions that may help lower costs, drive efficiencies and create scale.

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Investment Advisory Services and Research

Access a full range of advisory offerings through our affiliate Lockwood Advisors, Inc.

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Outsourced Services and Support

Create a more efficient, cost-effective operating model by using our depth of expertise across client processing, portfolio accounting, trading administration and advisory support.

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For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Professionally managed investment advisory services, if offered, are provided by Lockwood Advisors, Inc. (Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment Advisers Act of 1940.

Important Disclosures [PDF] | SEC Share Class Selection Disclosure [PDF] | Trade Away Transactions FAQ [PDF] | Trade Away Summary: Q1 2019 [PDF], Q2 2019 [PDF], Q3 2019 [PDF], Q4 2019 [PDF], Q1 2020 [PDF], Q2 2020 [PDF], Q3 2020 [PDF], Q4 2020 [PDF], Q1 2021 [PDF], Q2 2021 [PDF], Q3 2021 [PDF], Q4 2021 [PDF], Q1 2022 [PDF] & Q2 2022 [PDF] | Lockwood's Form ADV Part 2 Brochures | Lockwood’s Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List