Common questions
What are common investor mistakes?
As an individual investor, sorting through the multitude of available mutual funds and exchange-traded funds can be overwhelming. Fluctuations in the market, emerging trends and often-conflicting analyses can make the task even more daunting. With so much to consider, many investors end up making the same common mistakes:

  • Overreacting to recent market events
  • Chasing top-performing funds
  • Holding on to funds too long
  • Not allocating appropriately

Who manages the portfolios?
Merrill Lynch investment professionals have extensive experience in asset allocation, due diligence and portfolio management. These professionals monitor portfolios daily, drawing on analysis and market data from around the world as well as more than 100 years of Merrill Lynch investment experience.
How do we work together?
When you choose to invest with Merrill Edge® Select™ Portfolios, a Merrill Edge Financial Solutions Advisor™ and the team at Merrill Lynch® will work together to help you select the appropriate portfolio for your needs and receive ongoing investment guidance. Here are the steps to adding Select Portfolios as a part of your long-term financial strategy:

  1. Meet with a Merrill Edge Financial Solutions Advisor™ to help determine which portfolio best fits your goals, risk tolerance, liquidity needs and time horizon.
  2. The team at Merrill Lynch will review your selection to check your portfolio against your investor profile.
  3. Your account is active within a few days of funding, and your selected portfolio will be managed by the team at Merrill Lynch.
  4. Receive detailed quarterly reports, in addition to the standard monthly statements.
  5. Twice-yearly account review with a Financial Solutions Advisor to help you stay on track with your current goals. They'll also review your asset allocation strategy and go over any changes to your investor profile.
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