Lockwood Advisors, Inc.

John Brett
Chairman, Lockwood Advisors, Inc.

Founded in 1995, Lockwood Advisors, Inc. is and industry-leading provider of portfolio management and research solutions.

• More than $12.2 billion in advisory assets, with more than 97,000 advisory customer accounts¹
• Providing advisory solutions for investors exclusively through financial institutions and advisors

1. Lockwood Advisors, Inc. as of June 30, 2015