Simplify the managed accounts experience with Lockwood Managed360®. This turnkey solution can transform the way advisors deliver managed accounts to clients, using the power of technology to eliminate redundancies, create efficiencies and save time. It features the expertise of Lockwood Advisors, Inc. as the program sponsor and investment solutions provider, with a diverse menu of third-party models, access to institutional-caliber research and a full suite of sales, analytics and reporting tools.
Lockwood Managed360 offers an intuitive, cohesive and flexible managed accounts experience that can be delivered quickly and with limited implementation dependencies.
Manage the entire account lifecycle with efficiency.
Gain assistance from a seasoned regional wholesaling team to train on investment solutions, with access to customized approaches from Advisory Consulting1 professionals for the most complex cases.
*Available to Pershing custody clients only.
1 In providing these services, Lockwood is not assuming responsibility for the advisory firm’s regulatory compliance or providing advice or recommendations directly to investors. The advisory firm is responsible for independently evaluating the output of these services and determining whether or not to implement any practices suggested as a result thereof.
All third party marks belong to their respective owners.
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