LGAP
Our Team brings together a uniquely experienced and collaborative group dedicated to helping institutions, businesses, families, and individuals navigate their financial journeys with confidence. Weather 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 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.
Potential Investment Solutions
We provide access to a broad suite of potential investment solutions for Tribal Nations, 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.
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.
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
Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.
