Pershing's managed account solutions are designed help your advisory business thrive by bringing together powerful technology, practice management tools, and the experience of a seasoned team. Through Pershing and our affiliate Lockwood Advisors, Inc. you can access:
Pershing can help you:
You can also leverage Pershing's regional field support team to help drive managed account adoption across your firm and help your advisors build their practices.
You can rely on Pershing's expertise to seamlessly integrate its managed account solution into your platform whether you custody your assets with Pershing or elsewhere. Pershing's technology can take your advisors from proposal to performance reporting in one integrated environment.
Pershing offers the freedom to tailor its offerings to your firms' needs, brand and culture. You can enjoy broad flexibility in the way you structure your advisory programs, implement client profiling guidelines, and define asset and style allocation strategies.
Looking for additional assistance with your investment process so you can focus on your clients' experience? Pershing's affiliate, Lockwood can help. Lockwood's suite of managed account solutions include comprehensive investment strategies and independent research. Learn more about Lockwood .
1 Advisory solutions offered through Lockwood Advisors, Inc.
2 Managed accounts technology offered through Pershing, LLC.
Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood). Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).