BofA Advisors, LLC

BofA Advisors, LLC primarily provides its services to individuals, including high net worth individuals. It also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, banking or thrift institutions, investment companies, Taft Hartley, foreign government entities, and affiliated third party investment advisers. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. The firm invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. It invests in short-term, intermediate-term, and long-term high-quality debt instruments like treasuries, mortgage-backed securities, municipal bonds, agency bonds, and asset backed securities to create its fixed income portfolio. The firm employs thematic and fundamental analysis with a top-down approach and bottom-up stock picking approach to create its equity portfolio. It benchmarks the performance of its equity portfolios against the S&P 500 Index. The firm benchmarks the performance of its balanced portfolio against the S&P 500 Index and Lehman Aggregate Index. It operates as a subsidiary of Columbia Management Group, LLC. Columbia Management Advisors was founded in 1964 and is based in Boston, Massachusetts with additional offices in Portland, Oregon; Aurora, Colorado; Boston, Massachusetts; and Chicago, Illinois. BofA Advisors, LLC operates as a subsidiary of BofA Global Capital Management Group, LLC.