Investing in one of our most valuable assets

How farms and timberland can help you add balance to your portfolio

YOUR PORTFOLIO IS A REFLECTION OF WHAT YOU WANT TO ACHIEVE. It should be personal — combining investments that are tailored to your needs and that are designed to help you reach the goals you have for yourself and for future generations. As you consider ways to optimize your wealth for the long term, real assets could be assets that you can own today and for generations to come.

Real assets include real estate like your home or a vacation property, but they can be so much more. In fact, one of the most valuable assets in the United States is the country itself, in the form of investable farmland and timberland.

Real assets can help you diversify your portfolio with a differentiated investment that offers the potential to generate income today and the potential to increase in value over time to help you build wealth that can last generations. Farm and timberland investments can also help you to invest in others by creating jobs, growing food to feed others and allowing you to steward the land for future generations to use and enjoy.

Your Merrill financial advisor and a team of Specialty Asset Management professionals¹ can help you evaluate whether farm and timberland investments could complement the assets you already own. Together, they can help you create a thoughtful, customized plan by adding real assets to your larger plan.

The Specialty Asset Management team also offers you expertise, creativity and unmatched dedication to care in managing your farmland and timberland holdings. They will work with you every step of the way, from acquiring a property to managing it and identifying ways to optimize it to generate income and enhance its value over time.

The team, which has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses,² will work with your Merrill team to integrate these kinds of real assets to strengthen your wealth strategy today and into the future.

Investments in real assets, like farms and timberland, offer more than just the potential for returns. They can also help you build a legacy designed to last generations. Talk to your Merrill financial advisor to learn more about the Specialty Asset Management team's capabilities.

A private wealth advisor can help you get started.

Our advisors can help you follow your passions, build a legacy and have a positive impact on others.

Find an advisor

¹The Specialty Asset Management team includes employees of Bank of America, N.A. and its agents.

² Note: Oil, gas, mineral interests and private business are not available for direct investment through Bank of America.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”) and its agents.

Nonfinancial assets such as 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. 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. Client eligibility may apply.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.