Independent financial advisers dealing with
Serving as a portfolio manager for the program will be Lockwoods Investment Advisory Services, which will help steer the independent financial advisers toward more specific decisions by utilizing Lockwoods Web-enabled platform to help with proposals, paperwork and performance tracking.
Lockwood President Christopher W. Tomecek said, "OSAP fills a critical niche for advisers with clients who need more customization than mutual funds afford, but who are not investing at the asset level required for standard separate account programs."