Knowledge Tree
Bank of America Private Bank
Facts (13)
Sources
Alternative Investments: Strategies, Solutions, & Services privatebank.bankofamerica.com 9 facts
referencePrivate equity and credit strategies offered by Bank of America Private Bank include venture capital, leveraged buyout, private credit, and special situations, targeting investments in private and certain public companies during various life cycle stages.
claimBank of America Private Bank states that risk management and due diligence processes are designed to mitigate risk but cannot eliminate it, nor do they imply low risk.
claimBank of America Private Bank defines alternative investments as a category that expands financial strategies beyond traditional stocks and bonds, including hedge strategies, private equity, private credit, and real assets.
referenceHedge strategies offered by Bank of America Private Bank include active management approaches such as equity long/short, relative value, event driven, global macro, and managed futures, utilizing equity, fixed income, foreign exchange, and derivative instruments.
claimBank of America Private Bank supports clients with alternative investments through research analysis, rigorous due diligence, and portfolio construction services.
claimBank of America Private Bank states that alternative investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential.
referenceReal assets investments offered by Bank of America Private Bank include active and passive investments in precious metals, commodities, real estate, infrastructure, agricultural land, timberland, and natural resources.
claimBank of America Private Bank notes that alternative investments are intended for qualified investors only and are speculative, involving a high degree of risk.
claimBank of America Private Bank utilizes strategic relationships with premier managers to recommend alternative investments based on a client's risk tolerance and liquidity needs.
Alternative Investments: Commodities, Private Equity, & More ml.com 2 facts
procedureInvestors must have a pre-existing relationship of six months or longer with their financial advisor before becoming pre-qualified to receive information on alternative investment products offered by Bank of America Private Bank and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
claimThe Bank of America Private Bank Specialty Asset Management group manages non-financial assets such as farmland, timberland, oil & gas, and commercial real estate.
Investing in Retirement: 5 Tips for Managing Your Portfolio ml.com 1 fact
claimThe Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy, global markets, portfolio management solutions, due diligence, solutions oversight, and data analytics for Bank of America Private Bank and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Money Sense: 5 Rules for Investing in Retirement bestversionmedia.com 1 fact
claimThe Chief Investment Office develops viewpoints for Bank of America Private Bank and Merrill Lynch, Pierce, Fenner & Smith Incorporated, which is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of Bank of America Corporation.