Lockwood Advisors, Inc.

Lockwood Advisors, Inc. (Lockwood) has a proud history of leadership and innovation that is firmly grounded in independent, unbiased investment research. With over 120 years of combined experience, the team is dedicated to helping financial advisors implement thoughtful, deliberate investment solutions for their clients through every stage of the investor life cycle. From our roots in money manager research, Lockwood has evolved to offer multiple fee-based advisory solutions—all grounded by the same disciplined investment philosophy. Our offerings are designed to give you the choice and flexibility you need to address each client’s unique objectives—and your own personal approach to portfolio construction.

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