Investment Management Services

When you sell stock in your company to the ESOP, you receive your federal tax on the capital gain from the sale only if you adhere to the guidelines of what is known as a 1042 rollover. Our professional investment managers are experts in meeting ESOP 1042 rollover qualifications - and in making sure your specific investments needs are being met.

Your investment manager will work with you toward defining your goals and developing an asset allocation appropriate to your timeline and liquidity requirements. We can help you discover how to replace income lost to the transaction or guide you in implementing a diversification strategy designed to weather the market's bumps.

So whatever your investment goals may be, we can help. Bank of America is an ESOP partner with the commitment, superior services and middle-market expertise to let your ESOP strategy take flight.

For more information, call (312) 904-8696 or email us at mary.josephs@bankofamerica.com.

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