Separately Managed Accounts

With access to world-class money managers, BNY Mellon Investment Management helps you
provide your clients with quality wrap fee separate accounts that combine the benefits of
professional money management with the flexibility and control of owning individual securities.

Fayez Sarofim & Co. Large Cap Equity

Founded in 1958, Fayez Sarofim & Co. is an institutional money management firm focused exclusively on managing large-cap assets for over 60 years.




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Fayez Sarofim & Co. Global Equity ADR

Founded in 1958, Fayez Sarofim & Co. is an institutional money management firm focused exclusively on managing large-cap assets for over 60 years.




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BNYM Dynamic Value


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BNYM NEWTON GLOBAL EQUITY INCOME ADR

With over 25 years of investing expertise, Newton is recognized as a deeply experienced global money manager.




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BNYM Newton Global Equity

With over 25 years of investing expertise, Newton is recognized as a deeply experienced global money manager.




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BNYM Newton International Equity

With over 25 years of investing expertise, Newton is recognized as a deeply experienced global money manager.




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BNYM Newton International Equity ADR

With over 25 years of investing expertise, Newton is recognized as a deeply experienced global money manager.




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BNYM Mellon Income Stock

Mellon is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions. With roots dating back to the 1800s, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies.




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BNYM Mellon Large Cap Growth

Mellon is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions. With roots dating back to the 1800s, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies.




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BNYM Mellon International Equity ADR

Mellon is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions. With roots dating back to the 1800s, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies.




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BNYM Mellon Small Mid Cap Growth

Mellon is a global multi-specialist investment manager dedicated to serving our clients with a full spectrum of research-driven solutions. With roots dating back to the 1800s, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies.

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BNYM Walter Scott International Stock ADR

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Disclosure:

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management and global distribution firms and wealth management organization. BNY Mellon Securities Corporation (“BNYMSC”) and Mellon Investments Corporation (“Mellon”) are collectively the investment managers of record with respect to the non-Fayez Sarofim & Co. strategies described above. BNYMSC and Mellon are registered investment advisers and BNY Mellon Investment Management firms. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.

Fayez Sarofim & Co. (“Sarofim”) is an SEC-registered investment adviser and a wholly owned subsidiary of The Sarofim Group, Inc. Sarofim, among other services, provides advisory services for equity portfolios under various agreements related to wrap-fee programs, and is introduced to wrap-fee program sponsors primarily through the efforts of BNYMSC under the terms of a solicitation agreement between Sarofim and BNYMSC. With respect to such wrap-fee programs, BNYMSC acts as the account administrator and serves as the liaison between Sarofim and the program sponsors and the program sponsors’ clients, and receives in consequence a portion of the fee charged by the program sponsor for its account administration services. BNYMSC plays a similar role with respect to the UMA programs for which Sarofim provides investment management or supervisory services. For such UMA programs, BNYMSC functions on behalf of Sarofim as the primary administrative contact with program sponsors and acts as account administrator, and receives in consequence a portion of the fee charged by the program sponsor for providing such services. In addition to such administrative services, BNYMSC provides certain promotional and marketing services on behalf of Sarofim.

Sarofim is an independent firm, and not affiliated with BNYMSC or BNY Mellon.

Not all strategies listed may be available at all participating firms.

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