Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
V. Anthony Tango currently serves as a Senior Portfolio Manager for the Merrill One Investment Advisory Program at Merrill Lynch with over 31 years’ experience in portfolio management. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors. Prior to joining Merrill Lynch, he was the Managing Director of Fixed Income for Ten Sixty Asset Management and served as a member of the Investment Policy Committee. He also served as Senior Vice President with Dean Witter/Morgan Stanley and A.G. Edwards respectively. He began his investment career in 1981 with Paine Webber upon graduation from Upsala College, where he earned a B.A. in Finance and Marketing. He also attended Rutgers University and was a member of the 1976 Rutgers University Scarlet knights’ undefeated football team. He was also selected by Morgan Stanley/Dean Witter to attend the Wharton School of Business for a two-year executive program which he completed in 1991. Moreover, he recently achieved the designation of Certified Portfolio Manager from the Academy of Certified Portfolio Managers, in conjunction with the Fu Foundation School of Engineering and Applied Science at Columbia University. Mr. Tango focuses on Investment Management Services for employee benefit and retirement plans, institution accounts and high net worth individuals. His strategy is an effort to maximize returns while minimizing risk through the construction of well-diversified, balanced portfolios based on the Economic cycle and future forecasts for that cycle. While managing portfolios under the Merrill Lynch Investment Advisory Program, Mr. Tango acts in a fiduciary capacity governed by the Investment Advisory Act of 1940.
Disciplines and Strategies
His talent for managing portfolios is an effort to perform at optimal levels through creation and implementation of strategic Top Down Four-Step Process: Economic Analysis, Asset Allocation, Sector Analysis and Portfolio Construction. During this process, he monitors the economic and monetary environment, including all is leading and lagging economic indicators, Fed Policy, GDP, Interest Rates and inflation in effort to minimize risk and determine a prudent and individualized investment strategy. This results in the construction of a fully customized portfolio consisted of several low correlated asset classes including Large Cap Stocks representing 9 Sectors and Bonds. As the economic climate shifts he utilizes his active management initiatives to adjust the asset allocation: rotate and rebalance the portfolio in effort to ensure optimal portfolio efficiency and reduce risk. This closely managed Top down Four Step Process provides a well structure disciplined framework for not only the construction of the portfolio but the ongoing management of the portfolio.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.