Opinions are as of 03/14/23 and are subject to change.
Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
Alternative investments are speculative and involve a high degree of risk.
Alternative investments are intended for qualified investors only. 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.
Nonfinancial assets, such as closely-held businesses, real estate, fine art, 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 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.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
This article or commentary, prepared by Investment Solutions Group (“ISG”) Alternative Investments Group (“ISG AI group”), is provided for informational purposes only and was not issued in connection with any offering of securities. It was issued without regards to the specific investment objectives, financial situation or particular needs of any specific recipient and does not contain investment recommendations. The information in this article was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. The opinions expressed herein are strictly those of ISG AI Group, are made as of the date of this article, and are subject to change without notice. There is no guarantee that views and opinions expressed in this communication will come to pass. Bank of America or its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this commentary or article.
This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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.