Access Institutional-Quality Investments and Advice That Can Be Curated For You
BNY Mellon Advisors, Inc. brings together the expertise of BNY Mellon’s investment teams and delivers it through best-in-class technology from our affiliate, Pershing X.
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Simplifying the complex. Get your time back using our solutions.
The investment universe is growing tremendously, the capital markets remain unpredictable and investor demand has skyrocketed.
Our set of solutions, strategies and models developed using our depth of resources, data and proven expertise can help you make sound decisions for your clients faster. We can ease the burden of research and portfolio management, so you can get back to focusing on growth for you and your clients.
01.
A Time-Tested Investment Process
Our process brings together experts* across capital markets, asset allocation, manager research, manager selection, portfolio construction and portfolio management to curate actionable insights. We leverage these perspectives to create tailored solutions and help you navigate uncertain markets for your clients.
02.
Powered by the Expertise of BNY Mellon
Tap into the scale and resources of a top 10 global asset manager* delivering advice, products and services for you and your clients. Our team of investment professionals have an average of 24 years of industry experience (as of March 31, 2023) covering markets across a broad span of asset classes, sectors and regions.
03.
The Scale it Takes to be Cutting Edge
With BNY Mellon serving both institutional and retail wealth managers, we have the access and resources you need to stay ahead of investment trends and offer scalable, customized solutions to help meet investor needs.
*Refers to BNY Mellon Investment Management one of the world’s leading investment management organizations, encompassing BNY Mellon’s affiliated investment management firms and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally.
Curation enables customization at scale.
Portfolio solutions
Access a diverse suite of managed portfolios, spanning both risk-based and objective-based strategies that are customizable to help meet a range of client needs.
Retail outsourced investment solutions
Rely on our experts for overlay management, portfolio design and analysis support capabilities.
Tax management
Tax management is complex. Having the correct tools and support to achieve after-tax results is paramount in today’s markets. Our tax management solutions support you from the transition of accounts to ongoing tax management.
Portfolio Solutions
Investment portfolios designed by our team of investment experts who research, develop and maintain a curated list of managers or of managers of your choosing, as well as design and manage asset allocation models inclusive of proprietary and third-party models. Our portfolios are aligned to our investment philosophy where we blend an active and passive management approach with a long-term view designed to help you meet the varying needs of your clients.
Managed Accounts
Access a tailored suite of managed portfolios designed for emerging to ultra-high-net-worth investors, including mutual fund and exchange-traded fund (ETF) wrap accounts, separately managed accounts and unified managed accounts, as well as an expansive menu of third-party strategist models.
BNY Mellon Precision Direct IndexingSM
As portfolio manager, the Mellon Investments team manages cash flows, index rebalances and corporate actions within the context of tax loss harvesting/tax management. The portfolio solution is designed to deliver tax-efficient beta exposure to clients in customized solutions at scale.
IMPORTANT DISCLOSURE
©2023 Pershing X, Inc., a BNY Mellon company. All rights reserved. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Technology services provided by Pershing X, Inc. Pershing X does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. This site provides information for investment professionals. It is not intended for use by the general public. Trademark(s) belong to their respective owners. Please click here for additional Important Disclosures.
Collaborating with top third-party strategists:
Contact an investment specialist to learn more about our model portfolios. Contact us.
Retail Outsourced Investment Advisor Services
Program and Product Consulting
Trust our experts to help you customize your investment advisory program. We advise on product selection, due diligence, customizable risk tolerance questionnaires, advanced suitability and more.
Portfolio Consulting
Dedicated resources to assist with portfolio design and construction, manager research, large case support, portfolio analysis and tax transition analysis.
Overlay Services
Select us as a trusted fiduciary for overlay management on your unified managed account offering.
Custom Tax Management
Tax Optimization
Our advanced tax optimizer incorporates client specifications and tax management logic to optimize a customized portfolio of holdings based on the selected model. It considers trade-offs between short and long term, wash sales, tracking error and capital gains budget on a daily basis.
Tax Scenario Planning Tool
Accessible in the Wove platform, the tool helps you create personalized portfolios that are aligned with your client’s unique needs, preferences and values while maintaining the objective of the model of your choice. Create tax-optimized model transitions, set tax budgets, monitor impacts on tracking error and generate client-ready analysis.
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BNY Mellon Advisors + Wove
The investment expertise and the tech you need to lead
Reimagine the world of advice with us. From firms, to advisors, to investors and their asset managers. Investment management gets even more powerful with technology.
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Reimagine the world of advice with us. From firms, to advisors, to investors and their asset managers. Investment management gets even more powerful with technology.