Private Investment Program
PIM Program Overview
• Ability to hold a wide range of asset types within one portfolio
• Top-quality portfolio management expertise and personal services
• Access to Wells Fargo Advisors’ qualified and experienced Financial Advisors to act as your Portfolio Manager
• One fee based on the size of your account rather than traditional trade-based commission charges
The PIM® program is a customized portfolio management program geared toward your specific investment goals. A Financial Advisor who has met stringent criteria based on experience and expertise acts as your personal portfolio manager.
We will guide you through a consulting process to ascertain your investment goals and risk parameters and then use asset allocation to construct a portfolio of various securities chosen to help meet your financial objectives. As your Portfolio Manager, we will actively manage your portfolio on an ongoing, discretionary basis using your individual investment style.
Our decisions are backed by an array of research analysts who have the skills and tools to help us construct a portfolio that will help you meet your financial goals. When constructing your portfolio, we draw upon the research resources of Wells Fargo Investment Institute as well as various external equity research firms whose services Wells Fargo Advisors subscribes to.
Having a PIM® Manger allows you to have your Portfolio Manager and Financial Advisor as the same person. By having your Financial Advisor act as your Portfolio Manager, you have the advantage of working with someone who is intimately acquainted with your financial goals and concerns and with whom you have already established a one-on-one working relationship. In short, you are dealing with someone you know and trust.
• Top-quality portfolio management expertise and personal services
• Access to Wells Fargo Advisors’ qualified and experienced Financial Advisors to act as your Portfolio Manager
• One fee based on the size of your account rather than traditional trade-based commission charges
The Private Investment Managment Program
The PIM® program is a customized portfolio management program geared toward your specific investment goals. A Financial Advisor who has met stringent criteria based on experience and expertise acts as your personal portfolio manager.
We will guide you through a consulting process to ascertain your investment goals and risk parameters and then use asset allocation to construct a portfolio of various securities chosen to help meet your financial objectives. As your Portfolio Manager, we will actively manage your portfolio on an ongoing, discretionary basis using your individual investment style.
Professional, Personalized Portfolio Management
PIM® accounts are customized portfolios that utilize a wide range of investments. We use individual stocks, exchange traded funds (ETFs), mutual funds and individual bonds where necessary to create our custom PIM® portfolios. You will find a spectrum of portfolios from those that are focused on growth to those that focus on income to those focused on capital preservation and mixes in between.Our decisions are backed by an array of research analysts who have the skills and tools to help us construct a portfolio that will help you meet your financial goals. When constructing your portfolio, we draw upon the research resources of Wells Fargo Investment Institute as well as various external equity research firms whose services Wells Fargo Advisors subscribes to.
Benefits of a Managed Portfolio
Managed portfolios allow you to put a professional in charge of your investments so you can focus your time in other areas. We will actively manage your accounts, make tactical changes when necessary and keep your investments current with the market and economy.Having a PIM® Manger allows you to have your Portfolio Manager and Financial Advisor as the same person. By having your Financial Advisor act as your Portfolio Manager, you have the advantage of working with someone who is intimately acquainted with your financial goals and concerns and with whom you have already established a one-on-one working relationship. In short, you are dealing with someone you know and trust.