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Starratt Group

Private Wealth Advisors

CENTURY PLAZA TOWERS

2049 CENTURY PARK EAST, FLOOR 11

LOS ANGELES, CA 90067

310.407.3947

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About us

MISSION STATEMENT

We provide institutions and substantial private investors with tailored consulting services and investment advice, delivered with outstanding service.

ADVISORY APPROACH

Our approach is not transactional, and we do not seek to manage client assets ourselves. Our approach involves developing a long-term asset allocation strategy designed to achieve our client’s objectives, while assuming a suitable level of volatility given the client’s risk tolerance profile. We recommend the most appropriate world-class investment managers in each asset class, and because we advise on over $7 billion in assets, as of December 31, 2015, we are able to negotiate highly cost-effective fee schedules. Our oversight includes implementing the investment strategy and closely monitoring the overall structure. For taxable portfolios, tax management is an integral part of our consulting process throughout the year.

PROFESSIONAL EXPERIENCE

Our team has 80 years of cumulative experience in providing investment consulting and wealth management services. We were recently named to the 2015 Barron's Top Institutional Financial Advisors List*. We oversee $2 billion in individual and corporate client assets custodied at Merrill Lynch, and through Merrill Lynch’s Consulting and Advisory Services, we consult on over $5 billion dollars in tax-advantaged assets, as of December 31, 2015. The majority of these assets belong to nonprofits and corporate and jointly-trusteed pension plans. We are currently responsible for approximately 36 relationships, 14 of which are Consulting and Advisory Services relationships.

REPRESENTATIVE CLIENT LIST

Some of our Institutional Clients Include: Corporate Pension Plans, Foundations, Endowments, Taft-Hartley plans, Hospital assets, Tribal assets

Disclosure

*Some or all Alternative Investments may not be suitable for certain investors. *Asset Allocation does not ensure a profit or protect against loss in declining markets. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors. *Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Source: Barron’s “Top Institutional Financial Advisors” list, April 20, 2015. The ranking features the top institutional consulting teams from traditional brokerage firms as well as registered investment advisor (RIA) firms and independent broker-dealers. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Meet the team

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Mike Starratt

Managing Director

Private Wealth Advisor

310.407.3944

310.407.3944

michael_starratt@ml.com

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Jack Carlson

Senior Vice President

Private Wealth Manager

303.446.5670

303.446.5670

john_a_carlson@ml.com

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Mark Jacoby

First Vice President

Private Wealth Manager

310.407.3947

310.407.3947

mark_jacoby@ml.com

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Brenda Berger

Senior Vice President

Private Wealth Advisor

303.446.5586

303.446.5586

brenda_berger@ml.com

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Yisang Yoon

Private Wealth Analyst Investments

310.407.4846

310.407.4846

yisang_yoon@ml.com

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Meet the team

Mike Starratt

Managing Director

Private Wealth Advisor

310.407.3944

310.407.3944

michael_starratt@ml.com

Add to address book

Read Bio

Jack Carlson

Senior Vice President

Private Wealth Manager

303.446.5670

303.446.5670

john_a_carlson@ml.com

Add to address book

Read Bio

Mark Jacoby

First Vice President

Private Wealth Manager

310.407.3947

310.407.3947

mark_jacoby@ml.com

Add to address book

Read Bio

Brenda Berger

Senior Vice President

Private Wealth Advisor

303.446.5586

303.446.5586

brenda_berger@ml.com

Add to address book

Read Bio

Yisang Yoon

Private Wealth Analyst Investments

310.407.4846

310.407.4846

yisang_yoon@ml.com

Add to address book

Read Bio