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What matters most to you? Your answers inform our investment approach and help construct your portfolios. Our industry-leading research¹ and team of due diligence professionals will help you pursue your goals.
To construct your individualized portfolios, your private wealth advisor draws from our extensive understanding of economic and geopolitical environments, while working with you to identify your goals, liquidity needs, risk tolerance and personalized timeframe.
Your private wealth advisor begins by evaluating your overall financial picture. Working with your personal tax and estate planning professionals he or she carefully considers tax implications and how they relate to any business interests and other concentrated wealth. With your investment performance, capital preservation and legacy concerns top of mind, you can work together to construct portfolios that align with your goals.
The result is a combination of a high-touch boutique-like experience with access to resources ordinarily reserved for the world’s largest institutions.
¹Institutional Investor magazine announced BofA Merrill Lynch Global Research earned the “Top Global Research Firm” for 2016, based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.institutionalinvestor.com/Article/3130569/Research-and-Rankings-Archive/Bank-of-America-Merrill-Lynch-Is-Top-Research-Firm-of-2012.html
²Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk.
3Investing in fixed-income securities may involve certain risks, including the credit quality of individual issuers, possible prepayments, market or economic developments and yields and share price fluctuations due to changes in interest rates. When interest rates go up, bond prices typically drop, and vice versa.
4Social impact investing is a new and evolving investment opportunity which is highly speculative and involves a high degree of risk. An investor could lose all or a substantial amount of their investment. There is no secondary market nor is one expected to develop for these investments and there may be restrictions on transferring such investments. The specific terms of any individual offering may provide for substantial or total loss in the event that specific targets are not met and must be carefully reviewed with the various potential outcomes carefully considered.