Through Lockwood, you will have access to innovative advisory products including the Lockwood AdvisorFlex Portfolios.

Program Description

The Lockwood AdvisorFlex Portfolios program^TM (Program) is an innovative managed account solution that combines investment research and model allocations from Standard & Poor's Investment Advisory Services LLC ("SPIAS"), with the investment review and operational expertise of Lockwood Advisors, Inc. ("Lockwood"), as Program Sponsor. The model portfolios, based on Standard & Poor's Model Allocation Portfolios (MAPs), are diversified at the asset class level and among different security types, which allow advisors to create a portfolio, using the suggested primary mutual funds and exchange-traded funds (ETFs), or substitute alternate selections. Lockwood serves as the Program Sponsor, while SPIAS is responsible for developing the suggested asset allocation strategies and recommending the investment selections to Lockwood for Lockwood's approval. Lockwood is responsible for monitoring the allocations and securities to track their performance contribution to the respective models.

Standard & Poors Role

Standard & Poors Investment Advisory Services LLC, known as SPIAS, provides independent and objective investment research and provides access to eight investment strategies, based on Standard & Poors Model Allocation Portfolios developed by SPIAS.  The model portfolios are diversified at the asset class level and among different security types, which may include mutual funds and ETFs.