CIO model portfolios are managed by our team of professional, in-house portfolio managers, who have direct access to our Due Diligence team’s analysts' ongoing insights and updates about the investments-offering a range of solutions that represent some of the best thinking of our firm.
Investments included in these models undergo a full due diligence review and are monitored by our Due Diligence team. Our range of CIO model portfolios may also offer additional benefits. This can help you seek to maintain a disciplined approach to your investing that balances risk and return and make steady progress towards your goals over the long-term while accessing the professional management of the Chief Investment Office. Model portfolios are grounded in our Strategic and Tactical Asset Allocation guidance and investment selection are actively monitored and rebalanced to address changing market conditions.
Grounded in the latest thinking of the Chief Investment OfficeĮach CIO model portfolio at Merrill is informed by the latest market insights from our Chief Investment Office.
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