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. A team of experienced Specialty Asset Management professionals¹, based in key locations across the country, 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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GRAPHIC: Harvest Forecast w animating numbers

PORTFOLIO TIMBERLAND ACREAGE

Calculating Fund Allocation w animating numbers

AUDIO_VO: One of the most valuable assets in this country is the country itself. The land is our ultimate finite resource. Imagine using rich productive farmland or an acreage of towering timberland to help balance your portfolio.This could be your opportunity to build a legacy that’s meaningful to you, your family and future generations

VIDEO: Drone shot of family farmland. Towering timberland, Grain cart on corn field. Grain cart dispensing bushel into truck. Family with new Grandchild

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Disclosure:

The Specialty Asset Management team includes employees of Bank of America, N.A. and its agents.

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, fiduciary and investment management 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. and its agents.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).

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

¹The Specialty Asset Management team includes employees of Bank of America, N.A. and its agents.

Trust, fiduciary and investment management 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.”) and its agents.

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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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly 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.

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Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

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