SKYLINE Portfolio Management
Implementation
Our Senior Private Investment Management portfolio managers Steve Frank and Martin Wilhelmy will tailor discretionary portfolios of individual securities to address your investment objectives, and will always maintain reportable accountability.
Menu of Private Investment Management portfolios with the following objectives: |
|
SKYLINE Global Growth SKYLINE Growth SKYLINE Core Equity SKYLINE Dividend Growth SKYLINE Dividend Gusher SKYLINE Global Moderate Growth |
|
SKYLINE Total Return Growth SKYLINE Core Moderate SKYLINE Moderate Dividend Growth SKYLINE Global Balanced Growth SKYLINE Balanced Total Return SKYLINE Core Balanced |
|
SKYLINE Balanced Dividend Growth SKYLINE Aggressive Income SKYLINE Balanced Income SKYLINE Conservative Income SKYLINE ETF Conservative Growth SKYLINE ETF Total Return Balanced |
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Wells Fargo Advisors is not a legal or tax advisor.
