Atria’s WIS Opens Downtown San Jose Office
Firm expands turnkey wealth management program with Silicon Valley location Pasadena, CA — July 29, 2021 — Western International Securities, Inc. (WIS),...
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Programs at Pershing
Whether you manage your own portfolio or use third party managers, WIS and Pershing have the resources to help you reduce costs and retain high net-worth clients and compete for new business at a higher level.
Through Pershing’s Managed Account Platform you the Financial Advisor can choose from a variety of products that can vary from an unbundled open architecture solution to a highly bundled turnkey solution.
Our goal at WIS is to provide you with all the tools and pricing structures to successfully walk your clients through the investment management products. This includes tools to:
- • Profile and analyze client’s current positions;
- • Allocate and diversify a portfolio through a state of the art proposal generating engine;
- • Formalize and implement the investment policy; and,
- • Monitor, supervise and rebalance the portfolio.
Through our Rep Directed Program you, the Financial Advisor, will manage the portfolio in Stocks, Bonds, Mutual Funds, UITs, ETFs and income-bearing options strategies based on your investment policy and model portfolios.
Lockwood offers products and/or programs that may be available on the Pershing Managed Account Solutions platform.
Pershing Managed Account Solutions is not a registered investment advisor and does not offer investment advisory products, programs or services. Pershing Managed Account Solutions is a service of Pershing LLC.
Lockwood Advisors, Inc. is an SEC Registered Investment Adviser and an affiliate of Pershing LLC, each subsidiaries of The Bank of New York Mellon Corporation. Pershing LLC, member FINRA, NYSE, SIPC.
