Investment Options

Get access to more than 15,000 mutual funds, stocks, bonds, and alternative investments

NEXT offers a wide range of investment products that support your customers’ goals, such as mutual funds, variable annuities, alternative investments and more.

We conduct thorough due diligence on all products and sponsors to make sure they are reasonably vetted before approval for use. As a truly independent broker-dealer, all products reviewed by NEXT were first suggested by our financial professionals. The primary objective in all aspects of our company is preserving and protecting our financial professional-centric culture.

Contour

Our industry-leading advisory platform, Contour, offers access to products and strategists with the functionality and analytics you need to meet and exceed your clients’ investment objectives. NEXT financial professionals enjoy fully integrated technology, streamlined account opening, complimentary research and tools, competitive rates and more.

BNY Mellon

As the parent company to Pershing and Lockwood, BNY Mellon is improving lives through their expertise and technology. They provide investment management and investment services that help individuals and institutions invest, conduct business and transact in markets all over the world. BNY Mellon’s ability to manage and service their clients’ investments is a reflection of how they manage their own business. To learn more about BNY Mellon, visit: www.bnymellon.com

POWER OF PERSHING

Pershing LLC (“Pershing”), a BNY Mellon company, and its affiliates provide financial professionals, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. To learn more about Pershing, visit: http://www.pershing.com

Ready to take your practice to the NEXT level? Contact us today. We are ready to help.

Lockwood Advisors

As a leader in the managed investments industry, financial professionals depend on BNY Mellon’s Lockwood Advisors, Inc. (Lockwood) to provide comprehensive investment strategies designed to meet a wide range of client needs. By working with Lockwood, financial professionals have access to resources to help manage and grow their businesses, including practice management tools, regional business development support and assistance with the most complex portfolios. To learn more about Lockwood, visit: www.lockwoodadvisors.com

NEXT Advisory Services

Launched in December of 2016, our premier managed money platform, NEXT Select, is powered by technology from Pershing and Lockwood and was designed to meet the current and future needs of our financial professionals. Not only does the platform offer flexibility, but NEXT Select also helps to improve operational efficiency in a compliant, cost-effective and scalable manner.

Pershing LLC (member FINRA, NYSE, SIPC) and Lockwood Advisors, Inc. (an investment adviser registered in the United States under the Investment Advisers Act of 1940) are both wholly-owned subsidiaries of The Bank of New York Mellon Corporation (BNY Mellon). They are separate entities from NEXT Financial Group and each is responsible for its own services and policies. Trademarks belong to their respective owners.

We even offer exclusive marketing material designed to help you introduce NEXT Select to your clients and prospects, which can all be customizable to fit your business’s needs. For more information on NEXT Select, please contact nasservice@nextfinancial.com.