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Merrill Lynch Investment Advisory Program

 

Comprehensive advice and guidance that helps you maximize your financial possibilities

 

The Investment Advisory Program helps you get the most out of everything that Merrill Lynch has to offer. For an agreed-upon fee, you’ll have a dedicated advisor who will take the time to fully understand your goals, and who has the expertise and resources to help you achieve them. You and your advisor are backed by some of the industry’s top investment talent, along with the portfolio models, technology and solutions.

 

A dedicated advisor who focuses on you

 

Your advisor will take the time to understand you on a personal level. You’ll work together to create a financial strategy that reflects your goals, your challenges, and the complexities of your life.

 

Industry expertise that works for you

 

Markets go up and down; interest rates rise and fall. Whatever happens in the world, the Investment Advisory Program brings together a team of renowned investment minds working on your behalf. Your advisor has access to research, real-time observations, analysis and guidance from the Merrill Lynch Chief Investment Office. This coordinated approach is designed to result in portfolios that align with your goals and help you navigate our changing world.

 

  • Merrill Lynch Investment Advisory Program Client Fact Sheet
  • Understanding your relationship with us: Brokerage and Investment Advisory Services

 

 

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