Working with us
The Bayliss Wealth Management Group of Wells Fargo Advisors will manage the risk and volatility in your portfolio according to the guidelines set forth in your investment plan.
We will use both fundamental and technical analysis in a disciplined fashion to select appropriate individual securities. We can review those investments, you can track their performance, and make decisions on a prudent and unemotional basis.
Investments will be selected in an effort to meet the asset allocation guidelines and will be gauged as to both asset class and style according to your investment plan. Investment returns will be measured against appropriate benchmarks which reflect the weighting of asset mix, as well as the specific class of asset and will also be reviewed with consideration of the client’s personal objectives.
We can meet to review your continuing goals and objectives and measure the account performance against those goals and appropriate market benchmarks.