We will source a broad range of vetted equity investment solutions to develop your personalized investment portfolio
Our approach
Your Portfolio Manager uses a multi-disciplined approach that taps into an abundance of research and insights to source a broad range of vetted investment solutions from both internal and external investment managers. The result is a personalized investment portfolio, designed for your specific circumstances and drawing on:
- Centrally managed portfolios, using a risk-aware portfolio construction process
- Choice of single and multi-asset class portfolios, representing the best thinking of the Firm
- Tax-advantaged and tax-aware investment strategies to help mitigate tax consequences*
- Thematic investing strategies that seek to capitalize on long-term trends
- Access to Chief Investment Office (CIO) Due Diligence reviewed third-party Separately Managed Accounts, Mutual Funds and Exchange-Traded Funds
Our recommendations to you will be based on your life goals, appetite for risk, the investment vehicles we feel are appropriate for you, your tax sensitivities and other considerations. We will also monitor your portfolio on an ongoing basis to ensure your investments remain aligned with your goals and make any adjustments as market conditions or your needs change.
Services
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Related Solutions
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Risk management and due diligence processes seek to mitigate, but cannot eliminate risk, nor do they imply low risk.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investments have varying degrees of risk. Some of the risks involved with equity securities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Investing 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. Bonds are subject to interest rate, inflation and credit risks.
Mutual Fund Risk Considerations: Mutual funds are subject to investment risks, including possible loss of the principal amount invested. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For a discussion of the risks specific to a particular mutual fund, please refer to the fund’s prospectus.
ETF Risk Considerations: ETFs are subject to certain risks that may affect the price, yield, total return and ability to meet its investment objectives, including: general market risks; a particular asset class risk; the fact the funds in the ETF are typically passively managed; concentrations in a particular industry or region and; market trading risks (e.g., lack of market liquidity and trading at prices at or above their NAV). ETF shares may trade at a premium or discount to NAV and may be subject to management fees, transaction costs or expenses. For a discussion of the risks specific to a particular ETF, please refer to the ETF’s prospectus.
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
