Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

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The Armstrong Group

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We are committed to understanding your values and what you want to accomplish with your assets. We believe that the one-on-one relationships we develop help build mutual trust and respect…and allow us to focus on the goals, investments and fiduciary responsibilities for institutions and families.

We start with what’s important to you

We take the time to listen and learn about the needs and goals of our clients — whether it’s working directly with individuals to help pursue personal wealth management goals, or working with organizations to develop an investment strategy, we’re here to help.

About Us

Mission

Our purpose is simple, it’s to help make financial lives better — it’s who we are and what we do.

Approach

We believe that while investment results are important, how you pursue those results is paramount. Our team follows  a disciplined consulting process, one that begins and ends with you. First, we listen so that we can truly understand your needs. We take the time to ask questions that will help you articulate your concerns and priorities, so that we can then help you develop strategies and align resources to help address your needs and pursue your goals. We offer insights and we take the time to educate you on markets, trends and best practices.

Dual Focus

As a Bank of America Global Institutional Consultants and Merrill Private Wealth advisors, we are among a select group of highly qualified and credentialed consultants within our company who can provide the in-depth knowledge and customized service and assistance institutional investors and uniquely successful families 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.

Additional Resources

We are supported by talented specialists who have experience working with institutions and can provide additional expertise for you and your plan.

Langston Payne

Langston Payne

Senior Investment Advisory Specialist

Merrill

Jana Hunter

Jana Hunter

Alternative Investments Regional Specialist

Bank of America, N.A.

Anjelica Brinkofski

Anjelica Brinkofski

Associate Investment Advisory Specialist

Merrill

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.

Nathan R Armstrong

Barron’s 2017 “America’s Top 1,200 Financial Advisors: State-by-State”

Forbes “Best-in-State Wealth Advisors”  2018, 2019, 2020, 2021

Solutions for Institutions

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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.

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

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.

1

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.

2

Strategic Allocation Modeling

Customizable asset allocation based on the Chief Investment Office capital market assumptions.

3

Investment Manager Due Diligence

Recommend investment solutions leveraging Merrill's thorough and rigorous due diligence process.

4

Investment Manager Search and Selection

Advanced portfolio construction techniques combined with client specific objectives and Merrill's capital market guidance.

5

Portfolio Strategy

Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns.

6

Performance Measurement

Review, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.

Additional resources for your organization

When you work with The Armstrong Group, you benefit from the experience and knowledge we’ve gained from working with many institutions across the nation. We’ll bring all the latest thinking, insights and research from across Bank of America Corporation:

Bank of America Global Commercial Banking (GCB) provides a full range of commercial banking services to help your organization meet today’s challenges head- on and fuel sustainable growth. Bank of America specialists are committed to providing institutions like yours with banking solutions, including cash management and lending while investment solutions are provided by Merrill. GCB offers institutions solutions designed  to help increase cash flow, streamline benefits plans and expand geographically. GCB brings clients the full capabilities of Bank of America Corporation and its affiliates paired with local service.*

Merrill Lynch Wealth Management (MLWM) provides access to market knowledge and financial experience. Merrill  can help your organization make decisions that are appropriate for its needs and goals. Our education and insights can help your organization understand what’s driving today’s markets and tomorrow’s potential global opportunities. MLWM serves clients across the wealth spectrum, with personal advisor relationships that helps each individual investor plan for and pursue their unique financial goals.

* “Bank of America” is the marketing name used by certain Global Banking and Global Markets businesses of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC.

“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.

Solutions for Individuals

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Investments

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Technology Entrepreneur

As a technology entrepreneur, you focus relentlessly on what’s next. Yet as you look ahead to each new venture or cutting-edge innovation, it’s important to maintain the financial foundation that helps power your success and helps you take advantage of potential opportunities as they arise. We have experience helping entrepreneurs and business owners balance their personal lives with their life’s work. We understand the challenges you face every day, whether managing your newly achieved success or gaining access to the liquidity you need as seed capital or for personal expenses. We are dedicated in providing the experience and resources to help support your ongoing success.

Family Offices

As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Join us

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill financial advisor committed to your needs.