Alternative Investments

Alternative investments can be an important part of your portfolio, expanding how you build your financial strategy by moving beyond stocks and bonds into hedge funds, private equity, real estate or tangible assets. In the right circumstance, these can be essential investments in helping you diversify your portfolio, protect against volatility or accelerate growth. Access to strategic relationships with premier managers enables us to recommend Alternative Investments, sophisticated solutions for a wide range of client needs, according to your risk tolerance and need for liquidity. And we support you with insights and guidance through research analysis, rigorous due diligence* and innovative portfolio construction. Your portfolio manager can explore an approach that may fit your financial strategy.

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Art Services

Our clients collect art because it’s a reflection of life experiences, values and interests, but art can also be a significant asset that should be considered in the context of a broader wealth plan. We help individuals and families borrow against their art collection, design wealth and estate plans fully integrating their art, and prepare for a sale of art or collectibles at auction or via private sale. For institutions, we provide nonprofit advisory services, Consignment Services, and offer institutional investment management by a fully outsourced Chief Investment Office.

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Banking & Cash Management

Manage cash flow, increase liquidity or even pay bills using Bank of America's digital platform. Your advisor can offer you more for banking with Bank of America. With greater rewards, personalized service and innovative technology, you can enjoy a better banking experience.

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Business Owner and Founder Solutions

You dedicate a lot of your time and energy to running your company, but you have other priorities too – managing your daily finances and cash flow and providing for your family. Are you working through the future liquidity, tax and wealth transfer decisions that may help protect and preserve your wealth and establish a family or philanthropic legacy? Our sophisticated solutions and wealth planning strategies help you maximize the opportunities your business has made possible. Our experienced team is here to help you protect your legacy for generations to come.

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Customized Lending & Home Financing

Strategic borrowing and thoughtful use of credit can help you increase the power of your wealth to pursue your goals. We offer customized lending and credit strategies tailored to your needs, whether you’re looking for greater liquidity, funding for an investment opportunity or a lifestyle purchase, support for your estate planning objectives or help meeting other goals. Together, your client team and credit executive will work with you and your independent advisors to consider your time frame, assets and overall goals to create individualized strategies that align with your priorities.

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Our Banking Solutions

Customized solutions that prepare you for what's next

Business Owner

Your life, your company, and all the opportunities and challenges they bring are tied together. Bank of America Private Bank draws from Bank of America’s vast resources to help you meet your personal and business goals.

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Credit Cards

FIN Bank of America Private Bank offers credit cards featuring benefits from travel and cash back to an exceptional suite of services and experiences, all curated to complement your lifestyle.

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Checking

Deposit checks on your phone using the Mobile Banking app. Pay bills. Transfer funds between your eligible Bank of America bank accounts and Merrill investment accounts. Allow you to write checks against the balance in your account. Enable you to access your money through an ATM or debit card. Are best used for day-to-day expenses.

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Saving & budget

When you know where your money goes, you feel more in control. Creating a savings plan and budgeting will not only help you understand how much money you earn and spend over a period of time, but also help you create an action plan to pursue your goals.

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Home Financing

Whether you’re planning to acquire a home or special asset, considering an investment opportunity, developing a strategy to pass on your wealth, or simply managing everyday cash requirements, your client team and a Bank of America lending specialist can help you find the right mortgage solution to complement your overall financial goals.

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Investments

Your portfolio is built on research and analysis by hundreds of global investment professionals. Those insights help us determine how to allocate and diversify your assets, which funds and managers have earned the right to be a part of your strategy, and what solutions to include, from individual stocks to fixed income to alternative assets.

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