BNY Mellon Advisors, our affiliated registered investment adviser, offers a comprehensive range of institutional-quality research, experienced portfolio consulting services and professionally managed advisory portfolios designed to help meet the needs across all market segments—from emerging to ultra-high-net-worth investors.

An experienced managed accounts provider
We offer holistic investment advice to both firms and their advisors. The team works with firms to help them develop and manage an investment advisory offering tailored to investor needs. They also work with advisors on analyzing existing portfolios, creating customized proposals, and assisting them in their client review process. The teams are backed by the resources of BNY and some of our industry’s best known research providers.

Investment research
Gain insights across capital markets, asset allocation, manager analysis and due diligence, portfolio design and construction, and monitoring.

Asset Management
Access a diverse suite of managed portfolios with innovative mutual fund and exchange-traded fund (ETF) wrap accounts, separately managed accounts and unified managed accounts.

A turnkey solution
Scale your business with a comprehensive offering that includes professionally advised managed accounts, a powerful suite of advisor tools and ongoing education and support.