Additional information is available in our Client Relationship Summary (PDF). Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Clients should consult their legal and/or tax advisors before making any financial decisions. There is always the potential of losing money when you invest in securities.Īsset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.īank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice.
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