Long-Term Approach with a Focus
on Portfolio Risk Management

Rather than chasing returns, we believe that steady long-term wealth accumulation may be achieved with a bias toward avoiding losses.

Three Pillars of the Lockwood Investment Process

Taking a long-term view
We believe in maintaining a long-term investment horizon, as this can be an effective way of controlling emotional and behavioral bias that can often lead to poor investment outcomes.

Keeping an eye on risk
We focus on portfolio risk management, believing that a goal of steady long-term wealth accumulation may be achieved with a bias toward avoiding losses.

Using the strength and experience of BNY Mellon
Our process is designed to give you insights typically reserved for large institutions. We employ the research resources of our parent company, BNY Mellon, which affords us access to their capital market, asset allocation and manager selection views.

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