Managed Account Advisory services
We offer managed programs through Excel Securities an SEC Registered Investment Advisor that provide personalized investment plans and professional advice based on your risk tolerance and goals. The non-discretionary programs offer a wide range of investment choices, Stock, Bond, Mutual fund, or Exchange Traded funds with rebalancing and performance reporting. The discretionary programs include offerings from Lockwood Advisors, a wholly owned company of the Bank of New York. Each of the managed offering provides customers with cutting edge investment management tools, research, and performance reporting for an all inclusive predictable quarterly fee. Ask your representative for detailed information.