The Armstrong Group
The Armstrong Group specializes in addressing the wealth management needs of affluent individuals, families, and institutions. Our team works closely with clients to determine their needs and aspirations so that we can craft customized strategies to pursue their goals. We believe strongly in the value of client education, and are committed to helping clients make informed, knowledgeable decisions about their complex financial affairs.
Our team's investment advisors - Leonard Armstrong, Steve Prickett and Nathan Armstrong - are three of only seventy designated institutional consultants within the firm. Our institutional and private banking capabilities attest to our depth as a team and our ability to harness the combined global resources of Merrill Lynch and Bank of America. Within that framework of expansive services, we provide a highly individualized and attentive approach, recognizing that significant wealth warrants an exceptional level of care.
Our goal at The Armstrong Group is concrete and direct: We seek to provide exceptional client service and consistent long-term results.
Focused on Your Needs
We provide an extensive range of services to address the challenges and opportunities that significant wealth can pose:
Highly customized solutions for individuals, families, and institutions with $10 million or more of investable assets
Exclusive client conferences and networking events
Direct firm-wide access to analysts, economists, traders and investment bankers
Experience in complex investment strategies and tax/estate planning strategies
Sophisticated asset management solutions, with access to investment managers worldwide
Access to a range of alternative investments including hedge funds, private equity and managed futures
Our Strategic Approach
Our strategic approach entails an integrated investment strategy that spans asset classes and draws on the open architecture of Merrill Lynch and Bank of America with the goal of achieving consistent long-term results while minimizing risk.
In devising customized client strategies, we coordinate, integrate, and facilitate concurrent financial goals, while promoting cooperation and communication with specialized advisors. We address the fundamental aspects of managing a significant estate, watchful of the nuances and intricacies of each client’s situation:
Asset and liability management
Trusts and estate planning issues
Credit and Liquidity
As members of the Institutional Consulting Group, we leverage the industry-leading strength of Merrill Lynch and Bank of America to deliver investment solutions that focus upon the needs of Institutional Clients. With over 35 years of institutional experience and innovation, the Institutional Consulting Group seeks to balance risk and return in order to enhance portfolio performance.
Institutional clients include endowments, foundations, religious organizations, settlement trusts, insurance companies, and retirement plans. These clients seek the professionalism and experience of The Armstrong Group in addressing the following needs:
Investment policy statements
Strategic asset allocation
Manager searches and oversight