We make your institution’s priorities our own and will work with you to create an investment strategy focused on what matters most to your institution and the people it serves.
We start with what’s important to you
We take the time to listen and learn about the needs and goals of your institution and the people it serves – it’s these real-world insights that guide our strategies and personalized service.
Starratt Group focuses on addressing the investing and wealth management needs of institutions and individuals and families. Our team works closely with clients to determine their needs and aspirations so that we can craft customized strategies to help them pursue their goals.
You and your employees are at the center of everything we do. That’s why take the time to understand the needs and goals of your organization and its employees and then work with you to create a plan that aligns with your benefits philosophy, objectives and budget. can be a knowledgeable resource for you and can help you develop action-based strategies to help improve plan participation. We can also support you with access to investment and fiduciary services, employee education and ongoing involvement in your plan including plan check-ins.
As a Bank of America Global Institutional Consultant, Starratt Group is among a select group of highly qualified and credentialed consultants who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape and be responsive to evolving market trends.
Meet the Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Michael G Starratt
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Solutions for Institutions
Helping institutions meet their investment needs
We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.
Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.
We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We 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.
Disciplined Investment Process
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
Investment Policy Statement Development and Review
Act as liaison between institutional clients and Merrill's Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the client’s investment goals and objectives.
Strategic Allocation Modeling
Customizable asset allocation based on the Chief Investment Office capital market assumptions.
Investment Manager Due Diligence
Recommend investment solutions leveraging Merrill's thorough and rigorous due diligence process.
Investment Manager Search and Selection
Advanced portfolio construction techniques combined with client specific objectives and Merrill's capital market guidance.
Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns.
Review, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.
Endowments, Foundations and Nonprofits
We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.
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.
Defined benefit plans
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.
Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management
Solutions for Individuals
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of 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, and help you 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 Merrill 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.