Farms, timberland and other nonfinancial specialty assets may offer financial benefits, while helping to diversify your overall portfolio.
Diversifying Your Wealth with Nonfinancial Assets
Our Approach
Our Specialty Asset Management group has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. We can help you integrate these nonfinancial assets into your overall wealth management plan.
Our team can help you realize your objectives with assets you already own or seek to acquire, and can provide a wide range of services in managing these complex assets.
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Investing in Real Assets
Disclosure:
Please read important information at the end of this program.
How do you take advantage of the land of opportunity that lies beyond the financial markets? Investing in real assets might well be the answer. Our specialty asset management team has deep experience managing real assets like timberland,
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Timberland
farm and ranch land,
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Farm and Ranch Land
oil and gas,
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Oil & Gas
and real estate.
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Real Estate
Because these assets don't follow the financial market, they can help to diversify and reduce a portfolio's overall volatility.
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Help to diversify and Reduce Volatility
With offices across the country, we have a distinguished history of using a boots on the ground management approach for clients who are interested in adding real assets to their portfolio or who own them today. This includes the identification of investment properties,
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Identification
Comprehensive evaluation,
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Evaluation
Price negotiation,
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Price Negotiation
Acquisition,
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Acquisition
and ongoing management.
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Management
Our specialized industry knowledge in forestry, agriculture, petroleum engineering, and real estate helps us to effectively manage real assets, which can be an important piece of your overall strategy to grow and preserve wealth for you, your family, and future generations. So when you're ready to think beyond the financial markets, think real assets.
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Disclosure:
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and fiduciary services, including assets managed by the Specialty Asset Management team, and other banking products are provided by wholly-owned banking affiliates of BofA Corp., including Bank of America, N.A.
Certain Bank of America associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp.
Investing involves risk, including the possible loss of principal.
Diversification does not ensure a profit or protect against loss in declining markets.
There are special risks associated with an investment in commodities, real estate or certain industry sectors, including market price fluctuations, regulatory changes, interest rate changes, credit risk, economic changes, climate change, the impact of adverse political or financial factors or lack of diversification.
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:
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value
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Services
Related Solutions
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.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions 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 Bank of America Corporation (“BofA Corp.”).
Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
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.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
3070426-EXP-2021-05-28
