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Merrill lynch

GCIAS Global Institutional Consulting

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Merrill Lynch
Wealth Management


Customized investment strategies for your organization

We work together with your Chief Financial Officer, board of directors and investment committees to help your team make research-driven investment decisions – by clearly understanding your goals, helping you with strategies to manage risk and focusing on your outcomes.

GCIAS | Global Institutional Consulting

Global Institutional Consulting includes experienced financial advisors who specialize in serving institutional clients.  Whether you are looking to outsource or supplement your current investment strategies, Global Institutional Consulting offers a breadth of resources and fiduciary care to your organization. 

Watch our video to learn more.

Who We Serve

With over 40 years experience working with institutional clients, we service a wide variety of organizations, including:

  • Large and small corporations, holding companies, LLCs and partnerships in the U.S. and abroad
  • Non-profit organizations, foundations and endowments
  • Hospital/healthcare/insurance providers
  • Union/Taft Hartley plans
  • Faith-based groups
  • Educational organizations
  • Tribal Nations
  • Family Offices

Our Services

Helping you effectively oversee the management of your institution's pool of assets, including Endowments, Foundations, Non-profits, Defined Benefit plans, and Defined Contribution plans, is at the core of the services we offer. We also focus on building a long-term relationship with your organization to help anticipate your needs into the future. We do that by developing a customized strategy based on your objectives.

Defined Contribution Investment Consulting

  • 3(21) or 3(38) ERISA Fiduciary
  • Investment Policy Statement Creation
  • Menu design and selection and ongoing due diligence
  • Performance Reporting

Defined Benefit Investment Consulting 

Philanthropic Solutions

  • Specialized Consulting and Advice, Custody, Governance, and Administrative Services
  • Donor Development Planning
  • Spending Policy Analysis
  • Cash and Liquidity Needs Analysis
  • Management Of Nonfinancial Assets

Philanthropic Discretionary Investment Management (OCIO)

  • Discretionary Asset Management through a dedicated portfolio strategist
  • Custody, Governance, and Administration
  • Ongoing advice and education

Recognition

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.

Chad Allen Pigg Fife

Barron's "Top 100 Institutional Consulting Teams" 2019, 2021, 2022, and 2023
Published annually in April. Rankings based on data as of December 31 of prior year.

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Melissa A Budnik

Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Get To Know Us

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.