Managed solutions allow you to invest in a diverse combination of investments selected by Merrill Lynch Investment Management & Guidance professionals to align with specific investment goals and risk tolerance levels. These investment professionals continually monitor and adjust the diversified portfolios based on shifting market conditions, so you don't have to. Get started today by contacting the Merrill Edge Advisory CenterTM for guidance.
Merrill Edge® Select Portfolio Overview
Merrill Lynch expertise
Work with a Financial Solutions Advisor to choose an appropriate diversified portfolio for your needs, and then rely on Merrill Lynch Investment Management & Guidance professionals for your portfolio management. These experienced investment professionals monitor and adjust the portfolios based on changing market conditions. In addition, you'll gain access to lower cost institutional mutual funds not generally available to retail investors.1
Choice & diversification
Choose from 10 diversified portfolios ranging in style from conservative to aggressive designed to align with your goals. Investments are allocated among mutual funds and exchange-traded funds (ETFs) generally invested in stocks, bonds and international investment products.
Low fees & minimum investments
Get started with a $20,000 minimum investment, and pay a low, annualized 1% management fee.
Online access to performance data
Monitor your portfolio’s real-time performance or see how your portfolio has performed historically.
Our Process
In constructing these diversified portfolios, Merrill Lynch investment professionals considered a range of investment goals, risk tolerance and time horizons. Our professionals provide daily oversight to the diversification of investments for each of the core portfolios combined with rigorous quantitative analysis of mutual fund and ETFs considered for investment.
Our Investment Team
Merrill Lynch investment professionals have extensive experience in asset allocation, due diligence and portfolio management. These professionals monitor the portfolios daily, drawing on analysis and market data from around the world as well as more than 100 years of Merrill Lynch investment experience.