Private Wealth & Global Institutional Consulting Louisville
We strive to reduce the anxiety for stewards of significant wealth by answering the critical questions that keep them up at night.
About Us
Who We Are
We are among a select group of qualified and credentialed consultants dedicated to providing in-depth knowledge, customized service, and assistance to institutional investors. With our acumen and resources, we help navigate the dynamic financial landscape, seize opportunities, and adapt to market trends. Using a prudent management approach, we can enhance your organization's mission with reliable support where it's needed most.
Approach
We understand that each of our institutional clients face their own set of unique challenges. Our team works proactively to anticipate and address those needs and provide the appropriate counsel from a full spectrum of investment consulting services. We collaborate with the component businesses of Bank of America to help satisfy the complex needs of clients who demand more from their Advisors. The institutions and families we serve benefit from personalized advice, as well as, access to a global enterprise with unparalleled resources and the financial stability to stand behind its fiduciary obligation.
Meet the Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Coffee Talk - Mid-Year Outlook
Please join us June 27th at 8:30 am for Coffee Talk Mid-Year outlook with Managing Director and Head of the Chief Investment Office Portfolio Strategy, Marci McGregor. Marci will discuss the economic landscape for the remainder of the year, investment themes, allocation strategy, and forecast the Fed policy and its impact on inflation.
We look forward to your participation!
Register Here
Our Focus
We work with Institutions and Individuals for whom institutional style advice is a priority. Our typical Private Client is a Founder, C Suite Executive or Uniquely Successful multigenerational family. Our typical Institutional Client is a Mission Based organization, Endowment or Pension. Whether an institution or private client, our services and advice are centered on your fiduciary needs.
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.

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.
Investment Solutions
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.
Portfolio Strategy
Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns.
Performance Measurement
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

Approach
Our process is designed to help reduce the anxiety for stewards of significant wealth by addressing the asymmetric risk particular to uniquely successful families. The families we serve benefit from personalized advice, as well as, as a full spectrum of investment consulting services that go beyond investing.
Capabilities
Years of experience working with clients through multiple market fluctuations have given us insight into how we may best help you pursue your goals. Working collaboratively, we can develop a personalized investment strategy specifically designed to pursue your lifestyle goals, no matter the financial environment. Your objectives, time horizon, liquidity needs, investment style and, perhaps most importantly, your sensitivity to risk will be taken into account. This can help ensure your financial strategy is aligned to what matters most to you.

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