Solutions for what matters most
Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
Help grow my wealth
Drawing on Merrill's range of investments, your dedicated Merrill advisor can help you put in place a personalized investment
approach that’s designed to help you pursue your long-term goals. Potential investment solutions include:
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Investments
A wide range of investment solutions that can help you implement your personalized approach.
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Merrill Lynch Investment Advisory Program (IAP)
Personalized advice, professional investment management and ongoing monitoring to help keep you on track.
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Alternative Investments
Diversify your portfolio beyond traditional stock and bond strategies to include those with potential for increased returns and less volatility.
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Sustainable and Impact Investing
Create positive social and environmental effects while targeting competitive financial returns.
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Model portfolios
Professionally managed portfolios grounded in the insights of Bank of America's Chief Investment Office.
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Take action
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Uncover what matters to you
Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.
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Develop your path and your plan
We’ll create a personalized plan that is all about you, with guidance that truly supports you.
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Understand your choices and make it happen
Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential Merrill investment and Bank of America banking solutions.
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Helping you review, track your progress
You can track your milestones and modify your plan based on the expected and unexpected things life brings.
Additional solutions
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Diversification of investments
Diversify your portfolio with a wider variety of solutions.Learn more -
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