Cate Brunton Luc Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill as well as the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Helping Institutions Meet Their Investment Needs
We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk, and help fulfill their missions.
Defined Benefit Plans
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.
Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management
Endowments, Foundations, and Nonprofits
We understand the issues nonprofits, endowments, and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance, and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.
Investment Solutions
We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments, and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board of directors, and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.
Disciplined Investment Process
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor, we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
CFP®, CIMA®, CKP®, CPFA®
AWMA™, CFP®, CPFA®, SE-AWMA™