Managed Investments Solutions

Grow Your Program While Simplifying Your Business

Demand for managed account solutions is growing and advisors, firms, RIAs and money managers are expected to find new ways to help investors meet their financial goals. Pershing's managed investments solutions offer a single, elegant experience so you can focus on your most important priority—helping investors meet their financial goals.

Contact Us

Managed Investments

Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing. Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC each wholly-owned subsidiaries of The Bank of New York Mellon Corporation.

Lockwood Solutions, Inc. is not a registered investment adviser and does not offer investment advisory products or services. Lockwood Solutions, Inc., is an affiliate of Pershing LLC, each subsidiaries of The Bank of New York Mellon Corporation.

Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.

Featured Solutions and Resources