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If building fee-based business with a customized approach is your goal, separately managed accounts may be appropriate for you. The Lockwood platform offers your clients access to 60 individual investment managers; account minimums are as low as $100,000.
Lockwood Investment Strategies (LIS) is a discretionary, multi-discipline managed account product housed in a single portfolio. Lockwood Advisors, serving as the Portfolio Manager, determines asset allocation strategy and selects money managers/investment vehicles for each investment style component of the portfolios based on proprietary modeling strategies. There are five core models that span the risk/return spectrum, and portfolios are managed with regard to the investor’s tax status for tax efficiency. At the Client’s discretion, portfolios may include exposure to non-traditional asset classes designed to reduce overall portfolio volatility. Overlay management protocols are used to coordinate the buying and selling of securities, tax-efficiency and rebalancing across the entire portfolio.
Click on the links below to see the different strategies available:
Lockwood Asset Allocation Portfolio (LAAP) is a mutual fund wrap program in which Lockwood Advisors serves as the Portfolio Manager. The asset allocations of the portfolio are based on the Lockwood Investment Strategies (LIS). There are five investment objective models, incorporating strategies for both taxable and total return-oriented clients.
Click here to view the Portfolio Strategy Synopsis
