Quint, Miller & Co.

Fee Based Investment

This service is provided in conjunction with Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC, with a proud history of leadership and innovation firmly grounded in institutional investment principles and independent, unbiased investment research. With nearly 300 years of combined experience, Lockwood is dedicated to helping clients implement thoughtful, deliberate investment solutions. 

 
From its roots in money manager research, Lockwood has evolved to offer multiple fee-based investment solutions — all grounded in the same disciplined investment philosophy. Lockwood combines its expertise in capital markets analysis, portfolio construction and money manager research to build comprehensive investment solutions that include:
  • Separately Managed Accounts
  • Flexible Mutual Fund/Exchange-Traded Fund Wrap Accounts
  • Discretionary Unified Managed Accounts
  • Discretionary Mutual Fund/ETF Wrap Accounts
 
Please note that, as with all types of investing, there is market risk associated with these programs which could result in a decline in the value of the amount invested.

©2011 Quint, Miller & Co. New York, NY|Baton Rouge, LA|Boston, MA(800) 388-4395info@quintmiller.comDisclaimer

This site is for informational purposes only and does not constitute an offer to purchase or sell any securities, and does not suggest the execution of any financial or tax related strategies. Prior to execution, clients should independently and with the assistance of their own CPA and Tax Counsel, evaluate the financial, market, regulatory, credit, tax and accounting risks and consequences of any financial transactions or strategies described herein.  Please note that derivative securities are not insured by the Federal Deposit Insurance Corporation (FDIC).  All information provided, data contained and opinions expressed herein are subject to substantial change without notice. Securities offered through Petersen Investments.