The SKF Group

Private Wealth Advisors
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Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

William R Slater

William R Slater

Managing Director

Private Wealth Advisor

202.659.7387
Scott D Fitzenreiter

Scott D Fitzenreiter

Senior Vice President

Private Wealth Advisor

202.429.4670
James J King

James J King

Senior Vice President

Private Wealth Advisor

202.659.6055
Ryan J Shuler

Ryan J Shuler

Private Wealth Manager

202.659.7420
Carey Greenauer

Carey Greenauer

Vice President

Private Wealth Relationship Manager

202.659.6020
Gigi Peterson

Gigi Peterson

Vice President

Private Wealth Relationship Manager

202.659.6122
Jennifer  Garcia

Jennifer Garcia

Officer

Registered Private Wealth Associate

202.659.7236
Lindsey  Rickards

Lindsey Rickards

Registered Private Wealth Associate

202.659.5309
Gregory L Porter

Gregory L Porter

Assistant Vice President

Registered Private Wealth Associate

202.659.7596

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Disciplined Approach to Serving Families and Institutions

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Since 1998, The Slater King Fitzenreiter Group has helped address the sophisticated investment needs of an exclusive group of affluent individuals and families, as well as a select number of associations and nonprofit groups. As a private wealth management team, we understand that substantial wealth entails both significant challenges and unique opportunities.

Committed to providing the highest level of personalized service and attention, we leverage over 100 years of collective experience, market acumen and professional skills—together with access to the investing insights of Merrill Lynch and the banking convenience of Bank of America—to help private clients and institutions simplify their financial lives and pursue their goals and missions. Our goal is to help them manage their wealth so that it has a positive impact on their life and on the lives of generations to come.

Clients Are Our Most Important Asset

We limit our clientele so that we can spend the time necessary to gain an in-depth understanding of your needs, desires and values. We strive to be readily accessible and communicate with you regularly in the way that works best for you: face-to-face or via telephone or e-mail. We treat you with respect and consideration. In short, we treat you the way we would like to be treated if our roles were reversed.

A Thorough and Disciplined Process

In working with you, we start with a detailed discovery process in which we seek to understand your organization's values, what you want your investments to accomplish, how you make decisions, your donor base and what your time horizon, risk tolerance and liquidity requirements are. What we learn drives our investment process, which is aimed at helping you create customized portfolios aligned with your values and goals and designed to help manage downside risk while generating the performance necessary to support your mission. This process, in which we draw on our decades of industry experience together with the intellectual capital, robust due diligence and award–winning* research of BofA Merrill Lynch Global Research, includes:

Assessment of goals, objectives and mission: We begin by reviewing your organization's mission statement. This document is the basis for all decisions made relative to its long–term investment activities. We'll also evaluate your organization's asset structure and liability management requirements.

Coordination of spending and investment policy statements: We can assist trustees in designing a spending policy that balances the need to provide benefits and the need to maintain assets in the fund for the long–term. Additionally, we can coordinate the creation of an Investment Policy Statement through Merrill Lynch Investment Policy Statement services. It should be consistent with the organization's goals and serve as a strategic road map for management of assets.

Strategic asset allocation and rebalancing: We evaluate a wide variety of asset classes and investment styles to help your organization pursue its investment objectives. Once an allocation is implemented, we review it regularly and rebalance as necessary to help keep it aligned with your goals.

Investment manager search, selection and reviews: When considering outside investment managers for you, we conduct quantitative and qualitative analysis to identify managers with outstanding track records and solid risk control procedures. We also regularly evaluate the performance and risk profile of your investment managers relative to peers and asset–class benchmarks.

Board member and investment committee education: We conduct training and information sessions in which we talk with key decision makers about such matters as investment performance, asset allocation and capital market updates. We can also educate new and existing foundation committees and staff on the connection between spending policies, grant making and investment results.



"We are dedicated to supporting the organizations we serve and take pains to see that what we do for them is consistent with their values and image. We screen investments accordingly and take particular care with our execution."

—Scott Fitzenreiter, CFP®, CIMA®
Senior Vice President
Private Wealth Advisor
Portfolio Manager
Global Institutional Consultant



*In its December 2016 issue, Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2016, based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms.
For more information about this award, go to:http://www.institutionalinvestor.com/article/3512270/research-and-rankings/bank-of-america-merrill-lynch-is-years-top-global-research-firm.html#.Vm8deU3lvDc..
BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.


Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services

Customized Wealth Management Strategies

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Recognizing that each client has different needs, we begin our wealth management process by trying to gain a complete picture of who you are and what you want to accomplish. A long-term, integrated wealth management strategy incorporating your values, priorities and wishes can offer a road map toward pursuing your financial aspirations.

Understanding Risk on Your Terms

We can assist you in building a balanced portfolio, diversified among various asset classes, that is designed to help you pursue your investment objectives while managing risk. From time to time we may advise you to tactically rebalance your portfolio by over- or underweighting an asset class relative to your target allocation.

Discretionary Portfolio Management

You can delegate to Bill Slater, J.J. King and Scott Fitzenreiter discretion over certain investment decisions surrounding your investment strategy. Once we have confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, we will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Bill, J.J. and Scott authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals. To help you monitor and assess performance, we will regularly review your portfolio with you, and you will receive periodic communications, including monthly statements, quarterly portfolio summary updates and annual performance reports.


"We appreciate that every client is unique. We leverage our experience working with institutional as well as individual clients to help them select well-respected portfolio managers suited to their specific investment policy statement goals, needs and desires."

J.J. King
Private Wealth Advisor

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your wealth and compensation require. We can help you manage the risk of your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family – designed to enable you to live life as you want it, with reliable access to cash – we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure that your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth enables us to see and share best practices to help you achieve them.

Global Institutional Consultant

Through Bank of America Merrill Lynch Global Institutional Consulting, we offer a range of investment strategies to help manage the assets for nonprofit organizations, foundations, endowments, and corporate retirement and pension plans. The strategies and level of involvement depend on your needs and preferences, including traditional consulting, client-directed implementation or full, discretionary, Outsourced CIO services. Consultants 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.

Nonprofit organizations

Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Sophisticated Guidance for Institutions

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Since 1998, The Slater King Fitzenreiter Group has been helping associations and nonprofit groups in the Washington, D.C., area create highly customized, forward–thinking investment programs designed to support their missions. Committed to providing the highest level of personalized service and attention, we draw on our members' 150 years of collective experience, market acumen and professional skills—together with access to the investing insights of Merrill Lynch and the banking convenience of Bank of America—to help institutions manage their finances so that they may continue to pursue their mission for years to come.

Scott Fitzenreiter is among a select group of advisors designated as global institutional consultants by Bank of America Merrill Lynch. Global institutional consultants undergo a rigorous selection process that includes a review of their institutional client experience, a comprehensive, multidimensional professional assessment and the acquisition of advanced professional designations, such as the Certified Investment Management Analyst® (CIMA®) designation. They are critical thinkers with a deep understanding of the institutional markets and the complex needs of institutions. As a global institutional consultant, Scott deploys a sophisticated skill set, along with a disciplined investment approach, to help institutional clients with a broad range of needs, including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance.

Teamwork is intrinsic to The Slater King Fitzenreiter Group's approach. Scott is supported by a talented group of Merrill Lynch financial advisors who have extensive experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making. They are passionate about their work, bringing to it diverse backgrounds, capabilities and advanced academic and professional training, as well as broad experience with and insight into Bank of America Merrill Lynch's expansive resources.

Global Institutional Consulting

Global Institutional Consulting is one of the top investment consulting providers in the United States. It puts the resources and intellectual capital of Bank of America Merrill Lynch to work for its clients by delivering objective advice and sophisticated investment solutions through focused, client–centric consulting teams. Global Institutional Consulting's highly experienced advisors help a diverse group of institutional clients address today's complex investment challenges through an integrated goals–based investment process that enables organizations to redefine success, manage risk and fulfill their missions.

Merrill Lynch Wealth Management

Merrill Lynch offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with the clients' other trusted advisors, including accountants and attorneys. We can provide access to trust and philanthropic planning services through Bank of America specialists.




"Our team combines boutique–like service with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. We put a lot of emphasis on tailoring our services to every client's unique mission. Nothing is ever cookie cutter."

—Scott Fitzenreiter, CFP®, CIMA®
Senior Vice President
Private Wealth Advisor
Portfolio Manager
Global Institutional Consultant

*Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.



Global Resources

Investing in an increasingly interconnected world requires deep global research capabilities. Institutional clients require both macroeconomic perspectives, as well as robust investment manager research to implement both short- and long-term strategic goals and tactical portfolio adjustments.

Global Institutional Consultants draw upon the intellectual capital, robust due diligence and world-class research capabilities of BofA Merrill Lynch Global Research.*

Manager Selection and Due Diligence

Due diligence is rooted in the Merrill Lynch culture and history. Merrill Lynch's Investment Management and Guidance (IMG) team is chiefly responsible for due diligence reviews, portfolio construction strategies, ongoing performance measurement and diagnostic analysis. This team is designed to help institutional clients select the best possible asset managers and related portfolio services. The due diligence analysts work in teams defined by asset class and investment style and use an eight-factor quantitative and qualitative model to conduct rigorous reviews.

Investment Research

BofA Merrill Lynch Global Research is a renowned, highly respected organization focusing on three main disciplines:
  • Global Macro Research offers in-depth analysis of critical global issues and provides economic insights for more than 55 countries, addressing economics, currencies, commodities, interest rates, derivatives and equities.
  • Global Credit Research encompasses high-grade fixed income securities, high-yield debt, credit derivatives, mortgages and structured finance, convertible debt, municipal bonds and indexes.
  • Global Equity Research analysts conduct fundamental analysis on companies globally, providing institutional and retail clients with industry-specific and in-depth research and analysis.
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Global Research, Market Leadership

We are able to leverage the resources of BofA Merrill Lynch Global Research, rated the Number One research organization in the world for the sixth consecutive year by Institutional Investor, December 2016* including:

#1 All Europe Research Team
#2 All America Research Team
#2 All Asia Research Team

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.

BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 

*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its non-U.S. affiliates. MLPF&S is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/article/b15x58zthqmjry/the-worlds-best-research-firm.  The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.

An Extensive Menu of Private Banking and Investment Group Services

Managing substantial wealth requires well-honed skills and a breadth of knowledge gained through long experience. The future-focused strategies we propose are designed to streamline the management of your wealth so that you have more time to enjoy its benefits. We seek to integrate the various facets of your financial life through:
  • Wealth transfer strategies
  • Tax minimization strategies in coordination with clients' tax professionals
  • Concentrated stock strategies
  • Risk management
  • Access to Family office services
Through Bank of America, we can also provide access to:
  • Asset and liability management
  • Trust and estate planning services
  • Philanthropic services
Wealth Management That Spans Generations

We make a point of getting to know the members of your family, including children and grandchildren, so that when they require their own wealth management advice and guidance, they have a familiar resource to turn to. We can educate the younger generations and, at your request, organize family investment meetings together with your other advisors to coordinate decision making about important financial issues and concerns.



"We offer institutions and affluent individuals and families an intimate boutique-like environment coupled with the vast resources of a global financial services company."


Bill Slater
Private Wealth Advisor

Services for Institutions and Investment Process

In addition to individuals, we also serve a select group of foundations, endowment funds and other nonprofit institutions. Scott Fitzenreiter has been specially designated by Bank of America Merrill Lynch as a global institutional consultant. As such, Scott is a member of a group of highly experienced advisors, possessing advanced designations and selected through a rigorous process, who focus on assisting institutional clients with a broad range of needs. These include retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. He deploys a sophisticated skill set to help institutions create customized, forward-thinking investment programs to support their missions. Scott's consultative approach includes:
  • Assessment of goals, objectives and mission
  • Coordination of investment and spending policy statements with Merrill Lynch's Investment Policy Statement service 
  • Asset allocation analysis
  • Investment manager search and selection
  • Performance monitoring and reporting
  • Board member and investment committee education

A Disciplined Investment Process for Institutions

Members of investment committees and boards of endowments and foundations have a significant responsibility with respect to the assets under their stewardship. As a global institutional consultant, Scott follows a disciplined process that allows him to respond to organizations' changing needs and develop customized solutions to help them achieve their long-term goals.

Global Institutional Consulting Investment Process

Global Institutional Consulting follows a robust and disciplined investment process, allowing Global Institutional Consultants to respond to the changing needs and objectives of institutional clients, providing a higher probability of achieving long–term investment goals.



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"As a global institutional consultant, I have a deep understanding of the institutional market and am committed to providing a broad perspective, informed advice and customized strategies tailored to the unique needs of these organizations."

Scott Fitzenreiter, CFP®, CIMA®
Private Wealth Advisor
Global Institutional Consultant

*Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.

About GIC

Global Institutional Consulting at Bank of America Merrill Lynch draws upon a powerhouse of sophisticated investment consulting capabilities, resident in a firm rich with global financial strategies and strength. Our rigorously trained global institutional consultants subscribe to a philosophy that reaches beyond the investments and is designed to help organizations ultimately redefine success, manage risk and focus on the real goal—the ability to fulfill their mission.

Global Institutional Consulting provides a full suite of investment services including portfolio strategies, investment consulting services, retirement strategies and institutional philanthropic management to more than 2,000 clients, ranging from family offices to nonprofit organizations to retirement systems, representing over $166 billion in institutional assets1.

Global Institutional Consulting Advantage

The Power of the Right Organization Drawing on the global expertise and singular focus, global institutional consulting goes back 40 years at the firm. You can count on thoughtful, independent and research–driven advice delivered with your interest at its core.

We draw upon the full resources of the Investment Management & Guidance (IMG) group, which includes professionals that drive investment consulting research. Our research efforts are also supported by BofA Merrill Lynch Global Research, which has been ranked as the # 1 Top Global Research Firm by Institutional Investor.*

We also leverage Merrill Lynch's Alternative Investments Group, which has one of the largest and longest standing alternative investment capabilities in the industry, with client balances of $50.1 billion in alternative investment products and over 100 industry professionals in several offices around the globe, who provide clients with sourcing, due diligence, selection, implementation and ongoing monitoring, as of September 30, 2017.

The Power of the Right Consultant Understanding the enduring value of a relationship based on trust, we are dedicated to meeting the needs of institutional clients and providing them with guidance to help navigate the complex institutional market while addressing their financial objectives and goals. We bring a coordinated team of consulting professionals with deep backgrounds in finance and investments.

The Power of the Right Approach Mobilizing all that Bank of America Merrill Lynch can do for you, our institutional consultants offer an innovative, robust, and customized suite of investment services and strategies for institutional clients—capitalizing on our global scale to stay abreast of changing market conditions. The result is a dynamic investment portfolio that is timely and timeless—reflective of the daily conditions of the marketplace, yet grounded in sound market fundamentals. We have been leaders in advocating open architecture investment strategies for institutions, strategies that are rooted in deep analysis and the extensive resources of a global firm. We provide institutional investors with innovative strategies tailored to their distinct financial goals.
1 As of March 2017
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.

BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.


*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its non-U.S. affiliates. MLPF&S is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/article/b15x58zthqmjry/the-worlds-best-research-firm.  The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.


*Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.


Helping Nonprofit Organizations With Their Special Needs and Issues

Members of investment committees and boards of endowments and foundations have a significant responsibility with respect to the assets under their care. The philanthropic requirements of nonprofit endowments place special constraints on investment decisions, including the necessity of maintaining sufficient assets to sustain the organization's spending policy. We understand that many board members do not have the time, resources or expertise to develop, implement and monitor a long–range investment strategy for addressing the challenges they face.

Scott Fitzenreiter, supported by members of The Slater King Fitzenreiter Group, follows a disciplined process that allows him to respond to organizations' changing needs and develop customized strategies to help them pursue their long–term financial goals and support their missions. Sitting on investment committees and boards of directors themselves, members of our team are well versed in building consensus at the committee and board level. We are committed to building lifetime connections to you and your organization through personal, in–depth involvement at every stage of the process.

Socially Responsible Investing

We serve a number of faith–based organizations that want to have a portion of their investments aligned with their religious and societal principles. Scott, with the support of the team, can help develop or revise socially responsible investing (SRI) policies that define investment guidelines based on your institution's specific humane, moral and environmental concerns. We can then assist you in constructing an investment portfolio in line with these guidelines, as well as with your organization's risk tolerance. In doing so, we apply a religious screen to potential investments, replacing any that are eliminated with highly correlated ones that Merrill Lynch rates favorably. We will periodically review this portfolio to see if the constituents still accord with your institution's SRI policy and risk profile and make any necessary adjustments.



"I have 20 years of experience at Merrill Lynch working with a wide variety of institutional clients. As a global institutional consultant, I have a deep understanding of this market and am committed to providing a broad perspective, informed guidance and customized strategies tailored to the unique needs of these organizations. Just because an organization is in the nonprofit space doesn't necessarily mean it will face the same challenges as other nonprofit groups."

—Scott Fitzenreiter, CFP®, CIMA®
Senior Vice President
Private Wealth Advisor
Portfolio Manager
Global Institutional Consultant

Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; 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. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services
Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

 

 

Let's have a conversation.

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

The SKF Group