![]() The scenarios provided are for illustrative purposes only, are intended to demonstrate the capabilities of Merrill, are not based on actual clients and do not indicate future performance or outcomes. ![]() Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal. Gain clarity with a holistic view of your wealth, delivered as part of regular performance reports and through an interactive video account overview.Align your investments with your personal preferences helping you create environmental or social impact while pursuing your investment goals.Avoid certain companies or industries, based on your preferences or beliefs.Elect to enroll in tax efficient management services that may help you potentially mitigate the impact of taxes in your portfolio.Customize the investments in your portfolio to align with your unique situation and needs, from the simple to the complex.If you choose to enroll in the Merrill Lynch Investment Advisory Program, you can also personalize your investments with the ability to: What do you want to achieve with your wealth? How much risk are you willing to take? How long can you invest before needing the money?īut it doesn’t stop there. There are a lot of considerations when it comes to your investments. If you work with a Merrill Financial Solutions Advisor, you will be able to access certain managed investment strategies under the Merrill Lynch Investment Advisory Program. provides trust, fiduciary, and investment management services, the minimum is $20 million in combined assets at Merrill and Bank of America N.A.) ![]() ![]() * To invest, you must have at least $5 million in combined assets at Merrill and Bank of America OR over $10 million in investable assets (including assets outside of Merrill and Bank of America). Ongoing monitoring and regular reviews of your investment advisory accountĪbility to invest in Premium Access Strategies, which allow you to negotiate terms, reporting and fees directly with the investment manager, if you meet eligibility requirements * Investment strategies that are constructed and managed by Merrill investment professionals and other leading investment managers Fiduciary advice and guidance that is personalized for your financial situation, preferences and valuesĬontrol over decisions about how you work with your advisor and who makes day-to-day investment decisionsĪccess to a wide range of investment solutions, including stocks, ETFs, bonds, mutual funds, tax efficient strategies, alternative investments and annuities ![]()
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