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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.
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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.
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