The Process and Research of the Tyler Group Wealth Management

Wealth Management Strategies Designed to Help You Move Forward

We are avid listeners—and take the time to really understand your current needs, concerns about managing your wealth and ideas for the future. To help you hone your vision, we use the Merrill Lynch Wealth Management Process, a disciplined, four-step method of gathering information, organizing a targeted strategy and, ultimately, helping to suggest an investment portfolio that meets your needs.

The process is essential to helping you identify goals and craft strategies you can use to pursue them. It includes an ongoing progress review that helps keep your portfolio aligned with your goals and risk tolerance following shifts in the markets and your life.

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Certified Investment Management Analyst® and CIMA® are registered certification marks of Investment Management Consultants Association, Inc.

Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute.

Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.

Using Research to Identify and Evaluate Potential Investments

When seeking potential investment solutions that align with your wealth management strategy, we search both within and beyond the bounds of Merrill Lynch.

• BofA Merrill Lynch Global Research—provides us with in-depth information on stocks, bonds, global economics and investment strategy.
• Investment Management and Guidance Group—analysts who perform rigorous due diligence on third-party products, services and asset managers.
• Personally interview the portfolio managers under consideration, whenever possible, before adding them to our investment roster.
• The RIC Report—a monthly digest published by the Merrill Lynch Research Investment Committee that highlights significant strategic and tactical investment themes and provides asset allocation guidelines.