Investing in one of our most valuable assets

How farms and timberland can help you add balance to your portfolio

When considering a long-term investment strategy, you have an opportunity to design a portfolio aligned to your interests and values. Real assets, like farm and timberland, can be powerful tools to help build wealth with personal significance, while also rounding out your financial plan.

Not only can real assets offer portfolio diversification, but they may also generate income you can use today, and have the potential to increase in value over time. Our team of experienced Bank of America Specialty Asset Management professionals are based in key locations across the country and offer first-hand knowledge of local properties. Along with your Private Bank team, they can help you evaluate whether farm and timberland investments could complement the assets you already own, and determine a custom strategy that fits your goals.

Together, we’ll look at the big picture, and help you consider ways to purchase or maximize the potential of your property, including leaving a legacy for future generations.

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Project Title: SAM_Timber_157-20	Date: 02-03-21
Version #:	Agency/Production Company: Red Thread
Total Run Time: 3:15	AR#:

Audio Script

Music Throughout

Graphic: EXPANDING

YOUR INVESTMENT HORIZONS

AUDIO_VO: This is America. A nation of vast resources, cultivated and grown through generations of hard-working people.

VIDEO: Aerial shot family farmland, corn field, close up of husk being peeled off corn

DISCLOSURE: Please see important information at the end of this program.

GRAPHIC: Stability Demand

U.S. Agricultural Trade

AUDIO_VO: One of the most valuable assets in this country is the country itself. The land is our ultimate finite resource. Yet we can draw potentially infinite resources from this part of the world we call home.

VIDEO: Grain cart on corn field. Grain cart dispensing bushel into truck.

GRAPHIC: 175

Bushels Per Acre

PORTFOLIO TIMBERLAND ACREAGE

AUDIO_VO: Imagine using rich productive farmland or an acreage of towering timberland to help balance your portfolio. Investing in real assets could offer much more than potential returns. This could be your opportunity to build a legacy that’s meaningful to you, your family and future generations.

VIDEO: Farmer on tablet, Towering Timberland, drone shot of Timberland

GRAPHIC: MEANINGFUL

YOU FAMILY FUTURE (Family Future Chart)

AUDIO_VO: An investment that resonates personally, while helping to round out your wealth management plan. We’ll collaborate with you to pursue balance, helping create a strategy that’s right for you.

VIDEO: Husband and Wife, Pan up on Tree

GRAPHIC: GUIDANCE

AUDIO_VO: Our teams of experienced professionals are based in key locations across the country, delivering insightful guidance every step of the way. Local roots make our specialists intimately familiar with nearby properties, giving us the insight to help preserve value while seeking ways to improve performance.

VIDEO: Truck driving on dirt road, woman measuring width of tree trunk, man turning measuring tool into tree trunk

GRAPHIC: YEARS

AUDIO_VO: Perhaps your goals will guide you toward timberland, an asset that literally grows over the years. Our teams know how to make the most of your land, from wildlife management to hunting leases or other recreation opportunities.

VIDEO: close up of timberland in hand, woman and man walking through the field

GRAPHIC: OPPORTUNITY

AUDIO_VO: We can also help you invest in agriculture. As global populations continue to expand and fertile land decreases, America’s farms will be even more critical to our future. Feeding families at home and far away can become your opportunity to make a difference in the world. There’s a sense of pride that comes with putting food on tables beyond your own.

VIDEO: Corn fields, city shots, farmland, family at the table

GRAPHIC: Calculating Fund Allocation w animating numbers

Harvest Forecast w animating numbers

AUDIO_VO: Your team will guide you through your choices, helping you determine a customized strategy that fits your goals. Should you allocate funds to farmland, timber, or both? And what level of investment makes the most sense? We’ll look at the big picture together. And we’ll be here for you, helping you consider ways to maximize the potential of your property.

VIDEO: Man in corn field, tractors on field, grain cart dispensing grain

Graphic: 140 SQ. FT/ACRE

VO: Our background and experience can help guide you in making real assets a valuable part of your wealth management plan for years to come.

VIDEO: Woman standing between trees with yellow tool in hand

GRAPHIC: Bushels per Acre line graph (90-190/1991-2019)

United States Department of Agriculture

National Agricultural Statistics Service Accessed January 12, 2021

AUDIO_VO: Imagine expanding your investment horizons and building a portfolio beyond figures. There can be something reassuring about having an investment that you can find on a map. Real assets can play a key role in helping grow and preserve wealth for you and your family. Consider investing in something you can see, and feel. Stand on with your own two feet and share with generations to come.

VIDEO: Aerial shot of vast timberland, man and woman looking at documents, tractors on field, family with new Grandchild, grain in hand, husband and wife, family

GRAPHIC: WHAT WOULD YOU LIKE THE POWER TO DO?

Music Ends

End Card: BANK OF AMERICA logo

Disclosure:

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and fiduciary services, including assets managed by the Specialty Asset Management team, and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A.

Certain Bank of America associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp.

Investing involves risk, including the possible loss of principal.

Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.

There are special risks associated with an investment in commodities, real estate or certain industry sectors, including market price fluctuations, regulatory changes, interest rate changes, credit risk, economic changes, climate change, the impact of adverse political or financial factors or lack of diversification.

Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Trust and fiduciary services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Nonfinancial assets such as farm and ranch land are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations and lack of liquidity. Nonfinancial assets are not in the best interest of all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Client eligibility may apply.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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Consider the Alternatives—Beyond Stocks & Bonds

Consider the Alternatives—Beyond Stocks & Bonds

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.

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