TCG Global Institutional Consulting Team

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We are committed to providing high-touch personalized service and creating customized, insightful investment programs designed to support your institution’s goals and its mission.

We start with what’s important to you

We take the time to listen and learn about the needs and goals of your institution and the people it serves – it’s these real-world insights that guide our strategies and personalized service.

About Us

Meet the Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Mission

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

Approach

Working with us means working with advisors truly dedicated to your success and the success of your organization. Our approach is simple, transparent and supported by insightful investment guidance. Helping you pursue your goals and the goals of your organization starts with getting to know you. Our job is to understand what matters most to you. We’ll work together to create a strategy that reflects your investment personality and is built around your priorities. You’ll have the flexibility to decide how you want your portfolio managed and understand fees associated with each offering. You’ll receive ongoing advice to help you navigate changes in your life.

Institutional Consulting

As a Bank of America Merrill Lynch Global Institutional Consultant, TCG Global Institutional Consulting Team is among a select group of highly qualified and credentialed consultants who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape and be responsive to evolving market trends.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Michael Phemister Velasco

Forbes “Best-in-State Wealth Advisors”  2019

Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State”

William Phemister Velasco

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” South Carolina 2018

We start with what’s important to you

At Bank of America Merrill Lynch, we take the time to listen and learn about the needs and goals of your institution and the people it serves – it’s these real-world insights that guide our solutions and personalized service.

Solutions for Institutions

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Helping institutions meet their investment needs

We put the resources and intellectual capital of Bank of America and Merrill Lynch 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 full suite of investment solutions to help you manage assets 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 Lynch’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 Merrill Lynch insightful capital market assumptions.

3

Investment Manager Due Diligence

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

4

Investment Manager Search and Selection

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

5

Portfolio Strategy

Leverage Merrill Lynch’s global intellectual capital including tactical tilts to help increase returns.

6

Performance Measurement

Monitor, 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 TCG Global Institutional Consulting Team, 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 Merrill Lynch 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. Specialists are committed to providing institutions like yours with banking solutions, including cash management and lending as well as investment solutions through Merrill Lynch. GCB offers institutions solutions 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 Lynch can help your organization make decisions that suit 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 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.

We’re committed to a high standard

Putting clients’ interests first isn’t new, and this isn’t a one-time event. Our clients have been at the center of everything we do since Charles Merrill founded the firm over a hundred years ago

Solutions for Individuals

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Philosophy

We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.

Approach

Working with us means working with Merrill Lynch Wealth Management Advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you. Our job is to understand what matters most to you. We'll work together to create a strategy that reflects your investment personality and is built around your priorities. You'll receive advice to help you navigate changes in your life.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Join us

Let’s Have a Conversation

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

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