Our goal is to deliver exceptional client service with every cleint interaction. We are committed to maintaining the cohesiveness of a proactive consulting relationship, leveraging world-class BofA Merrill Lynch Global Research and thought leadership from Merrill Lynch's Chief Investment Office. We help our clients focus on thier mission and are enrgized about helping our cleints align both their giving and investment strategies with that mission.
We are seasoned investment professionals, bringing thoughtful, forward-looking insight and portfolio construction experience to develop, monitor and manage customized individual and institutional portfolios. Our experience extends to beyond investments to regulatory awareness, governance matters and donor development. Bank of America Merrill Lynch is committed to leverageing thought leadership, market presence and exceptional intellectual capital to support it's consulting professionals and advisors in delivering fresh ideas and innovative thinking to both institutional and individual clients.
We draw recommendations from Merrill Lynch's open architecture investment platform, which includes "best of class" third-party investment managers. To help clients through challenging market environments, we draw on the CIO's due diligence and implementation resources.
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The Palombo Wealth Management Group is supported by talented specialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making.
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.
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.
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.
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.
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.
Customizable asset allocation based on the Merrill Lynch insightful capital market assumptions.
Recommend investment solutions leveraging Merrill Lynch’s thorough and rigorous due diligence process.
Advanced portfolio construction techniques combined with client specific objectives and Merrill Lynch’s capital market guidance.
Leverage Merrill Lynch’s global intellectual capital including tactical tilts to help increase returns.
Monitor, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.
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 Merrill Lynch, 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.
Consider the broad spectrum of our investment management and advisory solutions, including:
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.
Beyond our own experience,we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t serviceourselves , we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of Bank of America Corporation feel much more accessible.
We believe that 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 on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.
We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Merrill Lynch developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can help customize the financial strategy we develop together.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
Drawing upon research in the field of behavioral finance, Merrill Lynch 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 with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me 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.
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.