The MER Group
Two World Financial Center, South Tower, 40th Floor, New York, NY 10281

E-mail:
Roger Matloff

(800) 680-2878

Directions To Branch

Contact us about your philanthropic needs.

The World of Philanthropy

Philanthropy is all about making a positive difference in the world by devoting resources and time to nonprofits. Whether your organization is active in health care, education, nature conservation, community development, religion or cultural arts, Merrill Lynch can assist you during every step.

 

The MER Group

The MER Group works to create strategic financial solutions for foundations, charities and endowments, as well as for some affluent families. We are a team of Financial Advisors that possesses the experience to advise nonprofit organizations on the vast array of their financial needs.

GKB & Associates
"The MER Group has a wealth of investment management experience for philanthropic and other organizations. Clients range from $5 million to $750 million in assets."

Roger Matloff, CFM, ARPC, CAP®, CIMA®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor
Institutional Consultant

Commitment to Philanthropic Consulting

We bring customized solutions to a wide range of clients, ranging from health care and faith-based institutions to historic and service organizations. Our consulting model merges three mission-critical areas:

  • Investment Consulting
  • Planned Giving and Endowment Fundraising
  • Nonprofit Operational Efficiency

This integration of activities is designed to reduce each client's overall consulting costs, allowing more funds to be used toward the success of each mission.

 

Meet Our Team

Roger Matloff
Roger Matloff, CFM, CIMA®, ARPC, CAP®, CRPC®
Senior Vice President–Wealth Management
Wealth Management Advisor
Institutional Consultant
Richard M. Ehrlich
Richard M. Ehrlich, CFM, ARPC, CRPC®
Senior Vice President–Wealth Management
Senior Financial Advisor
Christopher Raney
Christopher Raney, CFM, ARPC, CRPC®
Vice President
Financial Advisor
Matthew Manuwal
Matthew Manuwal
Financial Services Associate
Joshua Jespersen
Joshua Jespersen, CRPC®
Vice President
Senior Financial Advisor
Erica Matloff
Erica Matloff
Registered Client Associate
Nina Itzkovitz
Nina Itzkovitz
Client Associate

Who We Are

  • We are focused on nonprofit financial services for clients in the eastern United States.
  • Advise over 25 nonprofit organizations, each with $5 million to $750 million in assets
  • Appear in the financial media and serve on nonprofit boards (our staff includes a former nonprofit executive)
  • Senior managers who average more than 25 years of investment experience

Services We Offer

We strive to unify your organization through these tailored services:

Investment Consulting

  • Open-architecture strategic and tactical investment consulting
  • Coordination with the firm's experts on investment policy construction and maintenance
  • Fiduciary responsibility training
  • Proprietary risk modeling to determine an organization's "risk tolerance"
  • Access to investment banking underwriting through Bank of America Merrill Lynch

Planned Giving & Endowment Consulting

  • Fundraising strategy consulting
  • Planned giving administration
  • Training on endowment trends
  • Assistance with planned giving programs
  • Charitable trust consulting for you and your donors

Operational Efficiency

  • Charity efficiency and benchmarking analysis
  • Demographic analysis
  • Review of the endowment development business plan
  • Construction of a nonprofit financial strategy
  • Nonprofit efficiency research and best practices

Merrill Lynch Philanthropic Seminars

The MER Group organizes, leads and participates in philanthropic seminars for board members, directors and advisors of client nonprofit organizations, to inform them on recent trends in philanthropy, endowment development strategies and investment solutions.

Our Investment Process

Understanding the Challenges

Nonprofit organizations cope with fundraising issues, efficiency, effectiveness, talent management and changing legislation on a daily basis. Our team analyzes the environment of an organization to understand the challenges.

Constructing an Investment Strategy

We create an investment strategy by looking at the preferences and constraints of the organization. Our team gains an understanding of the priorities of individual board members and consolidates their views into a joint investment strategy.

Implementing and Reviewing

The MER Group constructs and implements a portfolio of investment solutions that are suitable for the organization. The MER Group stresses the importance of Socially Responsible Investing (SRI). The team provides portfolio reviews and rebalancing strategies on an ongoing basis.

The MER Group Institutional Investment Management Process

  • Step 1
  • Establish Objectives
  • Step 2
  • Set Strategy
  • Step 3
  • Help Develop
    Investment Policy
    Statements Through
    Bank of America Merrill Lynch Investment Policy Service
  • Step 4
  • Investment Manager
    Due Diligence
  • Step 5
  • Portfolio Construction
  • Step 6
  • Review Progress

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation and diversification do not assure a profit or protect against a loss in declining markets.

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals.

"Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC.

Merrill Lynch, Pierce, Fenner & Smith Incorporated offers a broad range of brokerage, investment advisory (including financial planning), banking, trust, mortgage and other financial services and products. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services.

L-01-13

Merrill Lynch Wealth Management and the Bull Symbol are trademarks of Bank of America Corporation.

Accredited Retirement Plan Consultant is a service mark of the Society of Professional Asset Managers and Record Keepers (SPARK).

The Chartered Advisor in Philanthropy (CAP) designation is a registered mark of The American College.

Certified Investment Management AnalystSM is a certification mark and CIMA is a registered certification mark of Investment Management Consultants Association Inc.

Chartered Retirement Planning Counselor is a service mark and CRPC is a registered service mark of College for Financial Planning.

AR4314F

AR-AR4314F EXP.3082.11.09

Loading Map...

Joshua Jespersen is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, OH, OK, PA, RI, TX, UT, VA, VT, WA

Roger M. Matloff is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY

Richard M. Ehrlich is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MT, NC, ND, NE, NH, NJ, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA

Christopher E. Raney is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NY, OH, OK, PA, RI, TX, UT, VA, WA

For questions regarding registration information please contact your Financial Advisor.