For Accounts $250,000.00 and up

Lockwood Investment Strategies (LIS) is a discretionary, multi-discipline managed account product housed in a single portfolio. Pershing Managed Account Solutions, 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.

For Accounts $50,000.00 and up

Lockwood Asset Allocation Portfolios (LAAP) is a discretionary, multi-discipline managed account product housed in a single portfolio. Pershing Managed Account Solutions, serving as the Portfolio Manager, determines the asset allocation strategy and selects 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. The broad spectrum of traditional asset classes can be accommodated within a single portfolio of open-end mutual funds, closed-end funds and ETFs. Automatic rebalancing keeps the portfolio in line with desired Investment Objective and adapts to changing market conditions. 

For Accounts $10,000 and up

The  Vann Investrments Value Portfolio

The Vann Investments Value Portfolio builds a portfolio of income producing investments which responds to the every changing nature of financial markets. This portfolio invests in value wherever it is found. There is no rigid structure other than the idea that "One man's trash is another man's treasure". In the words of Thomas Vann "I have presonally witnessed at least a half dozen EOTW (End Of The World) events. While they are terrifying to live through I have profited handsomely by taking the opposite side of the trade. I'm the guy you see at Sears or Kohls going through the clearance items. I buy straw hats in winter and sell them in summer at the beach."

For all sized accounts

Mutual Fund Access to over 8,500 mutual funds. Account Minimum is the minimum established by the fund. Over 2,000 Mutual Funds can be traded Transaction Fee Free at net asset value. Additionally we offer access to Exchange Traded Funds (ETFs), Stocks, Certificates of Deposit (CDs) Municipal, Corporate, and Treasury Bonds.