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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 can 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. 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.
¹Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 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. BofA Merrill Lynch Global Research is equity research and was produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its non-U.S. affiliates at the time this award was granted. MLPF&S is a registered broker-dealer, Member SIPC, and wholly-owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/article/b15x58zthqmjry/the-worlds-best-research-firm. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
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.
4Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.