January 26, 2015 9:51 AM ET

Capital Markets

Company Overview of Lockwell Investments, LLC

Company Overview

Lockwell Investments, LLC is an employee owned investment manager. The firm provides its services to high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and corporations. It manages separate client focused equity portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity markets of the United States. The firm invests in value stocks of small and mid cap companies. It employs fundamental analysis with a bottom-up stock picking approach while making its investments. The firm benchmarks the performance of its equity portfolios against the Russell 2000 Value Index and Russell 2500 Value Index. L...

60 East 42nd street

Suite 1000

New York, NY 10165

United States

Founded in 2009





Key Executives for Lockwell Investments, LLC

Chief Operating Officer and Chief Compliance Officer
Research Analyst
Research Analyst
Compensation as of Fiscal Year 2014.

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