Everyone at the Garbacz Group is excited about our newest investment product, “Bank of New York Mellon/Lockwood Advisors – WealthStart.” Here are all the must-know details about how you can start growing your wealth with WealthStart and the Garbacz Group.
What You Get with WealthStart
Through WealthStart, we will be able to leverage a team of investment professionals to help grow your wealth. Not just any team, either. This team is headlined by 17 professionals averaging more than 16 years of investment industry experience from Lockwood and 14 research professionals averaging more than 14 years of investment experience from BNY Mellon. That experienced investment team will be responsible for Portfolio Strategy, Portfolio Management, Trading and Operations, Risk and Regulatory Oversight, Equity Manager Research, Fixed Income Manager Research and Alternative Investment Manager Research.
Pershing’s new Lockwood WealthStart Portfolios mutual fund and ETF offering, along with new solutions provided by third-party providers, both feature a diverse range of asset allocation strategies and a minimum balance of $10,000.
These portfolios include several asset allocation strategies targeted at investors with varying risk profiles. The strategies can be accessed through diversified risk-based model portfolios from some of the industry’s leading firms, including Pershing affiliate Lockwood.
Asset Allocation and Portfolio Construction Process
Lockwood considers multiple strategy inputs as they relate to economic outlook, capital markets expectations, asset allocation and portfolio construction. Lockwood’s Investment Committee considers numerous inputs, data points and views when making asset allocation or investment research decisions.
Interested? Call the Garbacz Group!
Lockwood WealthStart investment management is available for emerging and mass affluent investors that wish to grow their wealth. $10,000 minimum investment. If you have any questions or just want to discuss WealthStart and get a little more information don’t hesitate to call the Garbacz Group today.
You can also email [email protected] for more information.