The Investment Center has partnered with Lockwood to provide our advisors with a superior advisory platform. Through Lockwood, you will have access to the Advisor Workstation, an online tool that allows advisors to manage their new and existing client accounts opened on the Lockwood platform. The Advisor Workstation aggregates accounts held at Lockwood’s major custodians and allows the advisor to view new account status, account maintenance service orders, holdings and values, tax reporting tools, transactions and performance on a daily basis.
Lockwood was founded in 1995 by a team of managed money industry veterans, including Founder and Chairman Len Reinhart. By 1999, Lockwood had become the largest provider of separate account services to the independent advisor marketplace. In October 2002, Lockwood and its affiliated companies were acquired by The Bank of New York. Our firm provides access to a fully integrated suite of managed account products and services. Lockwood’s staff, headquartered in Malvern, PA, includes more than 160 professionals dedicated to helping advisors grow their wealth advisory practices.
As of December 31, 2007, Lockwood administered programs with $40 billion in assets through approximately 2,000 independent financial advisors. To learn more about Lockwood, you can obtain guest privileges on Lockwood's web site by filling out this form .
