At Acequia Investment Group, we consider portfolio management to be a consultative process in which we strive to match each client’s investment portfolio to their unique financial goals.

Our investment philosophy and approach are tailored specifically to each client’s needs. We begin by referencing the top resources in the industry, including Morningstar and others, to assemble our concentrated universe of investable assets. We then filter the results further to arrive at specific investment choices designed to help achieve the client’s objectives.

The way we see it, your assets aren’t just number on a sheet of paper – they are the tools that allow you to enjoy each day to its fullest extent and focus on what matters most in your life. It’s our responsibility as your investment advisors to act as your guide, and we do so by putting your needs above our own.

The Private Investment Management (PIM) Program

As a PIM Portfolio Manager, Devona Benavidez specializes in developing, maintaining, and customizing portfolios. With Devona serving as the dedicated portfolio manager, our team is able to create an investment portfolio that is designed to meet your individual needs, including tax-minimization strategies and income strategies where applicable.

Investment Selection

Portfolios are constructed utilizing both exchange-traded funds (ETFs) and actively managed funds. To further add value and differentiate, the portfolio manager uses individual stocks and bonds in accounts where appropriate.

Investment Screening

Investments in this portfolio strategy are generally screened on a regular basis. Frequency depends on the investment vehicle and includes an analysis of multiple fundamental and tactical factors, including costs.

Account Rebalancing

Accounts are rebalanced on a predetermined schedule. Accounts are also rebalanced following any significant deposit or withdrawal, or after an investment objective change.

The PIM program is not 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.

Wells Fargo Advisors’ Envision® Planning Process

Portfolio design and portfolio management both begin with the Envision investment planning process, which helps us determine your objectives and risk tolerance, while simultaneously giving us a blueprint for an investment portfolio designed to achieve those goals.

And if your life goals change over time or if fluctuating market conditions because cause for concern, your plan’s results will automatically be adjusted due to Envision’s flexibility.

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Research shows that among surveyed Envision plan holders:

98% agree

their plan is personally tailored to meet their unique financial goals

96% agree

having an Envision plan helps them feel better prepared for retirement

92% agree

their plan helps them talk to their Financial Advisor about significant life events

Source: Results are based on a survey conducted online by Versta Research from June 5-June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.

IMPORTANT: The projections or other information generated by the Envision tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. ENVISION METHODOLOGY: Based on accepted statistical methods, the Envision tool uses a simulation model to test your ideal, acceptable, and recommended investment plans. The simulation model uses assumptions about inflation, financial market returns, and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2020 Wealthcare Capital Management LLC. All Rights Reserved. Wealth Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.