 | Details: | It's been a while since someone posted here, so I'll dive in and let you all know that I've developed a niche business from my Oak Brook, IL office at Merrill Lynch helping partners at the larger public accounting firms navigate their independence screens for investment restrictions. Merrill pre-screens mutual funds and ETF's such that only the highest performing, most consistently managed products are allowed for purchase by our clients. From that universe, I build portfolios that apply Merrill's strategic and tactical asset allocation recommendations, tailored to the unique needs of each partner given their independence restrictions. Is this an issue for any of you? If so, let me know so I can work with you and your compliance department to find quality investments that are approved for purchase. |