Small Business Consultant Bofa – With over 40 years of experience working with institutional clients, we provide services to a wide range of organisations, including: With over 40 years of experience working with institutional clients, we provide services to a wide range of organisations, including:
An experienced due diligence team from Bank of America’s Chief Investment Office with sound insight and research-based advice and guidance.
Small Business Consultant Bofa
Skilled and flexible oversight from a non-discretionary, client-driven or fully voluntary outsourcing Chief Investment Officer (OCIO) position to help you meet your fiduciary responsibilities.
Jason Bonner, Portland, Or
A commitment of $1.25 billion over five years to accelerate ongoing work to advance racial equity and economic opportunity.9
Our global institutional consultants can provide you with valuable insights and best practices from years of experience working with institutions like yours.
They apply their specialized knowledge and skills to meet the specific needs of your institution. Working closely with your board and investment committee, they can provide you with a highly personalized experience, customized investment strategies and passion to help you succeed.
Your Global Institutional Advisor brings together resources from across Bank of America Corporation, including market intelligence, BofA global research and due diligence analysis, to inform the investment strategies it offers, support your financial goals and help manage risk.
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When you partner with Global Institutional Consulting, you also gain access to a range of tailored strategies and opportunities to help build your investment portfolios around your institution’s needs and values.
Additionally, our scale helps us provide competitive rates that can help you maintain your investment goals.
Because we know flexibility is important to you, our service model allows you to retain as much or as little control over investment decisions as you choose. We will work closely with you to determine which service model is best for your institution in your interest.
From time to time, you may need other banking services, such as loans and credits, that support your institution’s goals. Through your Global Institutional Consultant, you have access to Bank of America’s banking options as well as Merrill’s broad investment options.
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And we continue to use our company to proactively address issues important to your institution, such as cybersecurity and risk management.
When the stakes are so high, it’s important to work with a team that has the experience, global resources and personalized services to help you manage your assets and focus on what matters most.
“Bank of America” is a marketing name used by several banks, Bank of America Corporation (“BofA Corp.”), including but not limited to Global Institutional Consulting, which offers products and services for the benefit of institutional and ultra-high net worth customers. Global Institutional Consulting is part of BofA Corp’s Global Wealth & Investment Management. The Global Institutional Consultants referenced herein are registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist with investment products and services. The nature and degree of advice and assistance provided, the fees charged and the rights and obligations of Merrill’s clients will vary depending on the products and services actually provided. Banking may be conducted by wholly owned bank affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment advisor and member SIPC. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its subsidiaries. BofAS is a registered broker-dealer, a member of SIPC and a wholly owned subsidiary of Bank of America Corporation.
MLPF&S provides investment products sponsored, managed, distributed or provided by companies that are subsidiaries of BofA Corp. or where BofA Corp. significant financial interest.
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Institutional Investment Consulting is a mandatory investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated, available to institutions with assets of $20 million or more.
The Merrill Lynch Investment Advisory Program (IAP) is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also known as “MPLFS” or “Merrill”).
Defined Benefit Discretionary (OCIO) is an investment advisory service sponsored by Merrill Lynch that is available in either an advisory model or a fully discretionary model.
Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and trust services and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be provided by wholly-owned brokerage firms of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).
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Philanthropic Discretionary Investment Management (OCIO) is offered through Bank of America Private Bank. Bank of America will act as co-fiduciary for the investment management and will manage the plan assets in accordance with the obligations and standards set forth under ERISA.
Institutional Investor magazine announced BofA Global Research as one of the best global research firms in 2020 based on surveys conducted throughout the year. The magazine produces rankings of the best research analysts in a wide range of specializations based on a sample of portfolio managers and other investment professionals at more than 1,000 companies. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its subsidiaries. BofAS is a registered broker-dealer, a member of SIPC and a wholly owned subsidiary of Bank of America Corporation. For more information on this award, visit institutionalinvestor.com/research/8959/Overview. Ratings and recommendations by an institutional investor do not guarantee future investment success and do not guarantee that a current or prospective client will experience superior performance results, and such ratings should not be construed as a recommendation.
Barron’s “Top 100 Institutional Advisory Teams” list, published April 15, 2022. Ranking based on data as of December 31, 2021. Barron’s “Top 100 Institutional Advisory Teams” ranked advisors based on a number of criteria, including institutional investment assets that oversee the advisor and his team , the revenue generated by these assets, the number of clients served and the number of team members and their regulatory records. Advanced professional designations and achievements represented in the team were also taken into account. Ratings are based on Barron’s opinions and are not representative or indicative of any client’s experience, future performance or investment performance and should not be construed as an endorsement by an advisor. Barron’s does not receive compensation from advisors, participating companies and their affiliates, or the media in exchange for ratings. Ratings and endorsements by Barron’s are not a guarantee of future investment success and do not guarantee that a current or prospective client will outperform, and such ratings should not be construed as an endorsement by the Adviser. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2022, 22 GIC advisors (within 16 GIC teams) were listed on the 100 team list.
Barron’s “Top 1,200 Financial Advisors: State by State” list, published March 11, 2022. Ranking based on data as of September 30, 2021. Barron’s “Top 1,200 Financial Advisors” list considers advisors with at least seven years of financial services experience and who has been employed at their current company for at least one year. This is a list of the top advisors in each state, with the number of places in the rankings determined by each state’s population and wealth. Other quantitative and qualitative metrics include assets under management, revenue generated by advisors for their firms and the quality of advisor practices, regulatory records, internal company documents and more than 100 data points provided by the advisors themselves. Ratings are based on Barron’s opinions and are not representative or indicative of any client’s experience, future performance or investment performance and should not be construed as an endorsement by an advisor. Ratings and endorsements by Barron’s are not a guarantee of future investment success and do not guarantee that a current or prospective client will experience superior performance results, and such ratings should not be construed as an endorsement by the Adviser. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2022, 26 GIC advisors were listed on the 1,200 list.
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Barron’s “Top 100 Financial Advisors” list, published April 15, 2022. Rating based on data as of December 31, 2021. Barron’s “Top 100 Financial Advisors” list includes advisors with at least seven years of experience in financial services and who have been employed in their current company for at least one year. Quantitative and qualitative metrics used to determine advisor rankings include, but are not limited to: client assets, return on assets, client satisfaction/retention, compliance record and community involvement. The rankings are based on Barron’s opinion and are not representative or indicative of any client’s experience, future performance or investment performance and should not be construed as an endorsement by an advisor. Barron’s does not receive compensation from advisors, participating companies and their affiliates, or the media in exchange for ratings. Order a
