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Global investments

What matters most to you? Your answers inform our investment approach and help construct your portfolios. Our industry-leading research1 and a private wealth advisor can help you pursue your goals.

Our Approach

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. He or she can work with your personal tax and estate planning professionals to help ensure your financial strategy is aligned with tax considerations. 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. 


Investment advisory program

Build customized, managed portfolios using a wide range of investment solutions geared toward your specialized needs, including tax managed strategies and access to institutional investment managers.

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Impact investing4

Direct your wealth to reflect the causes, issues and beliefs important to you while staying on track to pursue your financial goals through investments that have the potential to generate measurable social and environmental impact alongside a financial return.

Alternative investment solutions2

Help support your financial strategy whether you’re seeking to diversify your portfolio, help protect against volatility, or accelerate growth.

Concentrated stock strategies

Merrill can help you with concentrated stock strategies that aim to deliver risk management, liquidity, and diversification solutions within the context of your personal and financial goals.

Fixed income solutions3

Help satisfy income needs and diversify your portfolio by leveraging fixed income investments such individual bonds and other fixed income securities.

Interest rate hedging

Help to manage the impact of swings in interest rates or inflation and reduce your vulnerability to current interest rate exposure.

A private wealth advisor can help you learn more.

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Related Capabilities

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