On screen camera glides past chess pieces to reveal text “Strategy” as the music rises
Strategy
Please see important information at the end of this video.
Strategy. It’s about the moves you make... and the moves you don’t. Your next move could be...
On screen shot of skyscraper
New business opportunity
a new business opportunity...
On screen footage of a shiny antique car
Once-in-a-lifetime purchase
a once-in-a-lifetime purchase
On screen drone shot of a winery
Or reaching your estate planning objectives. It’s about leveraging your assets to focus on your priorities.
On screen shot of a business woman
Consider your risk tolerance, time horizon, portfolio composition and any capital gain impact when considering a loan.
Strategic borrowing to fund your goals could be a powerful tool to unlock liquidity. However, borrowing does not come without risk
On screen shot of family washing their dog
Bank of America can help you understand the risks
Asset or securities based financing involves special risks and is not for everyone.
On screen camera glides around a couple looking at a pleasant view
|
Wednesday, January 12, 2022 1
and create a customized lending strategy that can involve borrowing against…
On screen shot of a n office building
Commercial r eal estate, Marketable securities, Hedge funds
commercial r eal estate, marketable securities, and hedge funds…
On screen shot of a person with an art collection
Yachts, Art collections
yachts, art collections and more.
On screen shot of a credit specialist showing paperwork to a couple
Bank of America’s dedicated credit specialists can provide a wide range…
On screen shot of a person walking onto a balcony to see the overlooking view
of potential personalized credit and lending solutions
On screen shot of the balcony view
to help meet your goals and align with your overall wealth strategy.
On screen shot of a person making a move on a chess board
Contact your advisor to explore if customized lending might be right for you.
It’s your move… Contact your advisor to explore if customized lending might be right for you.
On screen animated tagline
What would you like the power to do?
What would you like the power to do?
On screen Bank of America closing Logo animation
On screen disclosures
|
Wednesday, January 12, 2022 2
IMPORTANT DISCLOSURES
The material presented in this video should be regarded as educational information only and is not intended to provide specific advice.
Bank of America, Merrill and their affiliates and advisors do not provide legal, tax or accounting advice. You should 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.
This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is in the best interest for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.
Credit facilities are provided by Bank of America, N.A., Member FDIC, its subsidiaries or other bank subsidiaries of Bank of America Corporation, each an Equal Opportunity Lender. All loans and collateral are subject to credit approval and may require the filing of financing statements or other lien notices in public records. Asset-based and securities-based financing involves special risks and is not for everyone. When considering an asset-based and/or securities-based loan, consideration should be given to individual requirements, asset portfolio composition and risk tolerance as well as capital gains, portfolio performance expectations and investment time horizon. For any loan with securities collateral, the securities or other assets in any collateral account may be sold to meet a collateral call as provided in the definitive loan documents, and the client is not entitled to choose which securities or other assets will be sold. A complete description of the loan terms will be found in the individual credit facility documentation and agreements.
Nonfinancial assets, such as real estate, fine art, 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.
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
© 2022 Bank of America Corporation. All rights reserved. | MAP 4109087 | 1/2022
Equal Housing Lender . Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
