A Commitment to Service
Merrill Private Wealth Management 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 it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill 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.
We believe 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 customized goals-based financial 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.
Our Team, which focuses on corporate cash advisory services within Merrill Lynch’s Private Banking and Investment Group, is committed to providing a high level of customized service to a wide array of public and private corporations. When you work with us, our experienced and knowledgeable team will gain a deep understanding of your specific priorities and help to establish guidelines so your cash balances are always managed within expectations. We employ a consistent, easy to understand, investment strategy, where the primary focuses are capital preservation and liquidity.
Our team utilizes a passive, buy & hold, stepped maturity approach that minimizes both duration forecasting and credit speculation. Liquidity is a primary concern, in order for clients to have access to their cash as needed. Our client portfolios typically consist of US government & agency securities, certificates of deposit, commercial paper, corporate obligations, and municipal bonds, all subject to investment guidelines of the company.
Our platform incorporates a small team approach with a single point of contact which provides a high level of service focusing on education, communication, and reporting. All portfolio trading, as well as internal custody and fiduciary management services, are included in a single, highly competitive and all-inclusive fee.