Merrill Lynch

We can help your non-profit organization carry out its stated mission by providing investment consulting services that will be tailored to suit the specific needs of your organization. Our objective is to ensure the long-term success of your organization by making the investment portfolio supportive of your mission. We accomplish this objective by leveraging our experience, professional training and Merrill Lynch’s considerable resources. Led by Michael Graham who is a First Vice President and one of a select few designated Institutional Consultants within Merrill Lynch, our team can help your non-profit organization in the following key areas:

-Accomplish your mission-

Our disciplined process is designed to provide the strategic link between your mission and your investment portfolio. We can help you develop or refine an Investment Policy Statement that will serve as a customized roadmap to guide your investment strategy and help you stay on course. We can help you create an optimal asset allocation model to meet the financial objectives and support any spending policies outlined in the Investment Policy, within stated constraints. Our open architecture combined with our rigorous due diligence methods and research, allows us to ensure that the best managers available are selected to implement your organization’s portfolio. The guiding light in the aforementioned steps is your organization’s overall mission.

-Fulfill Your Fiduciary Responsibility-

Our disciplined process is a logical way to oversee the investment assets of non-profits and is designed with your fiduciary responsibility in mind. We will help you manage your organization’s investments in a manner that is consistent with the interest of those the organization was established to benefit. We will also provide you with documentation that supports your role as a fiduciary.

-Educate Board and Committee Members-

We provide ongoing education for Board and Committee members as well as orientation sessions for new members, so they have a deeper understanding of the investment process. In addition, our goal is to improve their understanding of their fiduciary responsibility and how to meet them.
___

About the Graham Group at Merrill Lynch

Michael Graham, CIMA, Institutional Consultant, has worked in the financial services industry since 1979, and joined Merrill Lynch in 2000. He previously worked at Legg Mason, T. Rowe Price and Dean Witter. Michael founded the American Society of Association Executives (ASAE) Association Investment Program which grew to over $1 billion under his leadership. He is currently a member of ASAE, the Finance and Administration Roundtable and the Investment Management Consultants Association. Michael is a graduate of the University of Virginia’s McIntire School of Commerce (BS Commerce) and the Darden School (MBA) where he was selected as the Samuel Forrest Hyde Memorial Fellow. Michael is a Certified Investment Management Advisor (CIMA) and has obtained the University of Pennsylvania’s Wharton School of Business Endowments and Foundations Certification.

John H. Allen III, CIMA, CFP, is a Wealth Management Advisor and the Resident Director of the Columbia, MD branch of Merrill Lynch. As a Wealth Management Advisor, John’s primary role is to develop and maintain long-term client relationships and assist clients and their legal and tax advisors with investment and financial planning. John graduated from East Carolina University with a BSBA in Finance & Investments. John holds the Certified Financial Planner (CFP) designation and the Certified Investment Management Analyst (CIMA) designation.

Enver T. Majid specializes in business development and analytics related to the investment consulting process. Enver assists in the development of formal investment policy statements, asset allocation models and spending policies. Enver graduated from the Indiana University of Pennsylvania with a BS in Finance and an MBA.

Sumaiya Andaleeb joined the Graham Group in January 2005. She provides overall administrative support for the team’s clients. Sumaiya works with clients to answer any questions relating to administrative and operational matters. Before joining Merrill Lynch, Sumaiya garnered experience in the retail industry and worked as a research associate at the World Bank. She holds a BA degree in Environmental Economics from North South University.