For over a decade, we have delivered customized wealth management services to financial principals, c-suite executives and their boards at a deal sensitive pace. Our clients are global, sophisticated and transaction-driven capital allocators who rely on us to provide access to Bank of America wide services.
At Merrill, every strategy is tailored to a client's specific need across asset classes. The approach may include bar-belling a concentrated position or business with institutional cash management and fixed income or alternative strategies. We help clients hedge rates and concentrated positions.###### *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.