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..

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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.

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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

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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 Industry Awards ceremony. The awards recognize forerunners of innovation and leadership in support of financial professional success.

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