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Rating:Lockwood Taps Affiliate for Platform Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, June 25, 2003

Lockwood Taps Affiliate for Platform

by: Sean Hanna, Editor in Chief

Lockwood has added three registered hedge funds to its separately managed account platform. Ivy Asset Management, a firm affiliated to Lockwood, advises all of the funds. Both of the firms are subsidiaries of The Bank of New York Company (BoNY). Ivy itself is also a part of Oppenheimer/Tremont, which was acquired by BoNY.

Lockwood officials said that the funds were added as part of a strategic plan to expand its product menu beyond separately managed accounts and enhance the research, client service, business development and technologies that support its advisor clients.

Christopher W. Tomecek, president of Lockwood Advisors, also noted that the fact that the new funds are registered products means that the required minimum investment will be relatively smaller.

"As Lockwood pursues its platform expansion program, we will launch additional products, including a passive municipal bond product, a mutual fund wrap program, a mutual fund supermarket, and an overlay separate account program, all of which are scheduled to be in place and available by mid-summer," Tomecek added.  

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