Cash Flow Is King For This Dallas-Based Merrill Team With $5 Billion For Clients

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Crew Identify: Corbellini, Emanuelson, Kalyandurg & Associates

Agency: Merrill Personal Wealth Administration

Senior Members: William Corbellini, Dwight Emanuelson Jr., Raj Kalyandurg

Crew Measurement: 13

Location: Dallas

AUM: $4.7 billion

Background: All three senior companions began at Merrill and have many years of expertise managing wealth. Earlier than becoming a member of the agency in 1984 and teaming up with Emanuelson, Corbellini had a quick stint within the Air Power, whereas Kalyandurg—an outlier in a household of docs—joined up in 1997. “Everybody takes a wholesome feeling of possession to every consumer,” speaking to them about all the things from well being to generational planning, in accordance with Kalyandurg. The crew focuses on a smaller pool of purchasers than many corporations, principally company executives and entrepreneurs but in addition a handful of retired athletes and entertainers.

Aggressive Edge: Corbellini cites his crew’s “means to adapt”—because of a wholesome definition of roles and duties. “You need there to be a minimal quantity of disruption and you must talk typically with purchasers,” he provides. Whereas markets have been difficult, Corbellini says his crew was ready: “It’s not our first rodeo.”

Funding Philosophy/Technique: “We base all the things off money move—discovering out what the wants of a consumer are going to be, then selecting an asset allocation with the least threat potential to perform aims,” Corbellini says. “We inform purchasers to have 12 to 18 months of money on the sidelines as a strategy to handle threat.” The crew helps purchasers look previous the noise and keep targeted on the long run as a lot as potential.

Funding Outlook: “The market goes to only be a grind this yr—directionless and a bit decrease for so long as the Fed continues to boost charges,” says Emanuelson. “There’s no actual street map.” The crew stays optimistic concerning the finish of the yr and 2024, nonetheless: “Regardless that everyone seems to be bearish, it’s all the time good to have a little bit of a contrarian push,” provides Emanuelson, predicting that markets will rebound as quickly as they “get a sniff that the Fed will acquiesce” with elevating charges.

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