Industry Recognition for BNY Mellon’s Lockwood
Lockwood's solutions are designed to help financial professionals to strategically scale their managed accounts business..
Asset Managers: ETF Strategies
BNY Mellon's Lockwood Advisors, Inc. won for its WealthStart® Portfolios, which are designed to assist emerging and mass affluent investors to grow their wealth. The WealthStart portfolios are of particular use to financial professionals seeking to tap into an often-underserved market to reach tomorrow's high-net-worth individuals.
Best New Product for High-Net-Worth Advisory
Lockwood Advisors, Inc. was awarded "Best New Product for High-Net-Worth Advisory" by Private Asset Management Magazine. for our Lockwood Managed360 Program
Winner, Asset Managers: Separate Accounts
Lockwood Advisors, Inc. was acknowledged as the category winner of "Asset Managers – Managed Accounts" for the Lockwood Managed360 program at the WealthManagement.com Industry Awards ceremony. The awards recognize forerunners of innovation and leadership in support of financial professional success.