Our Investment Philosophy

Our investment philosophy focuses on generating alpha through highly tax- and fee-conscious efforts. We are focused on the returns you keep, versus what you make on a gross basis. This often means that we recommend implementing alternative assets to complement traditional stock and bond portfolios.

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PIM Portfolio Management

Both Bruce Pomerantz and Jake DeCotiis hold the Private Investment Management (PIM) Portfolio Manager designation. A PIM Portfolio Manager is a specially trained Financial Advisor to manage clients’ investment portfolios in a discretionary manner, guided closely by the research recommendations and collective insights of Wells Fargo Securities and external research firms whose services we subscribe to. Each portfolio follows an investment plan customized to the client’s needs and may represent a blend of stocks, cash alternatives, exchange traded funds, closed end funds, and allowable mutual funds.

Wells Fargo Advisors’ PIM Portfolio Managers must meet eligibility requirements which include a minimum of two years of experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams. They complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course. Only five percent of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers.

_{*The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}