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.
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.