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| We were approached by a family whose net worth exceeded $40 million, a portion of which was tied up in concentrated stock. The family had been using multiple advisors who had invested their assets with many different investment managers. Concerned about the state of their portfolio, the family wanted a single source of investment management advice. |
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| Expert Advisors Our Private Wealth Advisors conducted an in-depth analysis of the family's situation, drawing on specialists in the Global Investment and Private Planning Groups. |
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| Exclusive Access Our team was able to provide the family with a detailed analysis of their current portfolio characteristics. The analysis highlighted the fact that the portfolio was under-diversified and had a very low probability of meeting the family's objectives, given its current asset mix and the family's cash flow needs. |
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| Custom Services Our Private Wealth Advisory team recommended a multifaceted solution that included a diversified mix of equities, fixed income and alternative investments and included specific allocations to money managers, both proprietary and nonproprietary. Working with the family's legal and tax advisors, the team also helped ensure that the investment strategy complemented the family's estate planning needs. |
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| The family was impressed by the breadth of Merrill Lynch's investment management platform and by the Private Wealth Advisory team's approach to portfolio construction and ongoing monitoring. With a plan in which they were confident and a team they could trust, the family became our client. |
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| To learn more about our capabilities and offerings, contact a specialist at pbig_investmentstrategies@ml.com. |
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| This case study is intended to illustrate products and services available at Merrill Lynch. It may not represent the experience of every client, nor does it indicate future performance. Investment results may vary. The investment strategies presented are not appropriate for every investor. |
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| Diversification does not assure a profit or protect against a loss in a declining market. |
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