APLG
Our Team brings together a uniquely experienced and collaborative group dedicated to helping institutions, businesses, families, and individuals navigate their financial journeys with confidence. Whether you're leading a company, managing a retirement plan, or planning for your family's future, our team delivers personalized guidance, thoughtful strategies, and deep expertise to support your goals. From complex institutional consulting to individualized wealth planning, we're here to help with every aspect of your financial life.
Helping institutions meet their investment needs
We put the resources and intellectual capital of Bank of America | Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused, client-centric consulting. We help organizations address today’s complex investment challenges through an integrated, goals-based investment process that enables institutions to redefine success, manage risk, and fulfill their missions.
Potential Investment Solutions
We provide access to a broad suite of potential investment solutions for Tribal Nations, nonprofit 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 collaborate with your CFO, board of directors, and investment committee to develop a tailored investment strategy aligned with your culture, goals, preferences, and risk profile.
Disciplined Investment Process
We follow a disciplined process designed to address your organization’s evolving needs and enhance the probability of achieving your long-term investment goals.
Endowments, Foundations and Nonprofits
We understand the challenges nonprofits, endowments, and foundations face 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 communities they serve.
Key services include:
- Investment consulting services
- Open architecture investment management platform
- Liability-driven investment implementation
- Actuarial services and discretionary investment management
*Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Bank of America, the Bank of America logo, Merrill and Merrill Institutional Consulting are registered trademarks of Bank of America Corporation.
Our mission is to make financial lives better by serving as a trusted resource for institutions, tribal nations, and families alike. We bring the full resources of Merrill and the banking convenience of Bank of America to deliver tailored strategies, appropriate solutions, and guidance that meets you where you are, today and for generations to come.
