Lockwood’s Forester On SMA Portfolio Modeling

Matt Forester, Chief Investment Officer, Lockwood Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s turnkey solution, Managed360.

Starting as a SMA research firm in the late 90’s, Lockwood Advisors eventually became an asset manager, and today offers turnkey solutions. While their client base is primarily geared towards those who custody and clear through Pershing, Lockwood also delivers portfolio models to a variety of firms.

“Today’s advisors are looking for more holistic solutions for their clients’ investment problems,” explains Forester on the increased interest in model portfolios. On the other end of the spectrum, Forester also sees demand for specialized high-end SMAs. All of Lockwood’s model strategies are delivered through their flagship managed account solution, Managed360.

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