Recognized by the Industry

  

Industry Recognition for BNY Mellon’s Lockwood

Lockwood's solutions are designed to help financial professionals to strategically scale their managed accounts business..

Award icon

October 2017

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.

Learn More 

Award icon

February 2017

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

Learn More 

Award icon

October 2016

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.

Learn More 

Wish You Had More Time to Spend with Clients? We Can Help.

Contact Us

COMMENTARY

QUESTIONS?