You can access professionally advised investment solutions through BNY Mellon’s Pershing and its affiliated registered investment adviser, BNY Mellon Advisors, Inc (“BNY Mellon”). The combination of BNY Mellon and third-party investment solutions provide our Investment Advisor Representatives (IARs) with a diverse investment offering, designed to seek a broad array of investment goals.
BNY Mellon AdvisorFlex Portfolios
The BNY Mellon AdvisorFlex portfolio offers a flexible multi-manager ETF/mutual fund wrap account managed by BNY Mellon. With thirty-two objectives-based portfolios, the portfolios provide investors with asset allocations based on BNY Mellon's capital market views, while allowing your representative the flexibility to select from a diverse universe of investment vehicles researched by BNY Mellon.
BNY Mellon/American Funds Core Portfolios
Developed by BNY Mellon, the portfolios consist primarily of American Funds mutual funds along with select ETFs. With three traditional portfolios, the portfolios are designed for investors seeking to combine the investment philosophies and capital market view of BNY Mellon with the long-term investment results of American Funds.
BNY Mellon Target Risk Portfolios
Managed by BNY Mellon, the portfolios are multi-manager ETF/mutual fund wrap accounts consisting of five traditional, risk based portfolios that span the risk spectrum targeting mass-affluent to high net worth investors. The portfolios provide investors with investments researched by BNY Mellon and asset allocations based on BNY Mellon's capital market views.
BNY Mellon Target Risk Focus Portfolios
Managed by BNY Mellon, the portfolios consist of multi-manager, multi-asset class ETF/mutual fund portfolios consisting of twelve portfolios, six tax-aware and six traditional that span the risk spectrum targeting emerging to mass-affluent investors. These portfolios are designed for investors seeking BNY Mellon's investment vehicle research and portfolio management using predominately ETF portfolios.
BlackRock Portfolios
BlackRock Model Portfolios aim to intelligently incorporate active risk, either through tactical ETF trading or through exposure to active mutual funds, to further enhance potential returns and increase portfolio diversification.
Vanguard Strategic ETF Portfolios
Vanguard ETF Strategic model portfolio are designed specifically of financial advisors as complete investment solutions. Each portfolio invests in Vanguard ETFs, holding stock and/or bond funds in an asset mix that you and your advisor select.
Calvert Portfolios
Calvert’s Responsible Allocation portfolio models are built with Calvert mutual funds that utilize Calvert’s financial and responsible investment analysis, consisting of three portfolios which target mass-affluent to high net worth investors. The portfolios are designed for investors seeking broad diversification managed in accordance with Calvert’s proprietary environmental, social and governance (ESG) principles.
Morningstar Portfolios
Managed by Morningstar, these portfolios are multi-manager mutual fund portfolios using different asset allocation approaches in either mutual funds, ETFs or trusts from different third party managers that have gone through an independent, proprietary research process.
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