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Alternative Investments for Individuals & Families

A Range of Solutions That May Complement Traditional Investments and Help Meet Your Needs

We help you explore whether alternative investments could refine and enhance your financial strategy. 

Our Approach

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.

Recorded On 12/12/2018

Disclosure:

Please see important information at the end of this program.

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Invested in You

Diversifying with Alternative Investments

Nancy Fahmy:

Nancy Fahmy, Alternative Investments Executive: Moving beyond stocks and bonds can help you diversify your portfolio, protect against volatility, or accelerate growth.

Disclosure:

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. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative investments are intended for qualified and suitable investors only.

Nancy Fahmy:

Our alternative investment and specialty asset management platform can be an important part of your portfolio. And our solutions are flexible, so you can find opportunities to help meet your liquidity needs and risk tolerance.

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Bank of America Private Bank logo

BankofAmerica.com/PrivateBank

Disclosure:

IMPORTANT INFORMATION

Opinions expressed herein are those of the featured participants, and may differ from those of Bank of America Corporation and its affiliates. The information presented in this video is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. This video does not constitute investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient.

Global Wealth & Investment Management (“GWIM”), a division of Bank of America Corporation, includes the Investment Solutions Group (“ISG”) Alternative Investments group (“ISG AI group”), which provides qualified clients with a range of alternative investment products.

This video is designed to provide general information about ideas and strategies. 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 and services may be available through a relationship with Merrill Lynch Wealth Management or Bank of America Private Bank. Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) which is a registered broker-dealer and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Certain Bank of America Private Bank associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Services

Hedge Funds

Active management strategies such as equity long/short, relative value, event driven, global macro and managed futures, with investments in equity, fixed income, foreign exchange and derivative instruments.

Real Estate & Tangible Assets

Active and passive investments in precious metals, commodities, real estate, infrastructure, agricultural land and natural resources.

Private Equity

Seek to capitalize on periods of rapid growth or restructuring. with investments in private and certain public companies during various stages of their life cycles. Strategies include venture capital, leveraged buyout, private credit and special situations.

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