How do we partner with you?
Our goal is to build a strategy for a client's entire life, and perhaps, beyond.
The Purpose of Investing
We believe that investing plays an important role in the overall stewardship process to help individuals provide for their families, serve others, and give generously.
Our Goal in Investing
We strive to help clients grow their investments to meet their personal financial goals and gain clarity and confidence around their finances.
An Unbiased Perspective
We offer strategies with a broad menu and freedom to select investments that do not generate fees for ourselves and allow us to recommend solutions based on your unique needs.
The Private Investment Management 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.
Your Financial Advisor guides you through a consulting process to ascertain your investment goals and risk parameters and then uses asset allocation to construct a portfolio of various securities chosen to help meet your financial objectives. As your Portfolio Manager, he or she actively manages your portfolio on an ongoing, discretionary basis using his or her individual investment style.
Professional, Personalized Portfolio Management
As a “discretionary” account, your investment account through the PIM program is structured to let your Portfolio Manager make investment decisions on your behalf based on your risk tolerance and financial objectives. When selecting the securities for your portfolio, your Portfolio Manager conducts a detailed analysis of companies, industries and overall economic conditions. In managing the account, your Portfolio Manager constructs a suitable asset allocation strategy based on his or her personal investment style. The construction process attempts to help enhance returns while reducing risk to the overall portfolio.
Your Portfolio Manager is backed by an array of research analysts who have the skills and tools to help you meet your financial goals. When constructing your portfolio, your Portfolio Manager draws upon Wells Fargo Advisors’ internal research capabilities as well as those of external equity research firms whose services Wells Fargo Advisors subscribes.
Benefits of a Managed Portfolio
By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments. After allocating your investments, your Portfolio Manager continually manages your portfolio, keeps up with the markets and manages performance. As part of this process, your Portfolio Manager ensures that your portfolio remains invested in financial instruments most suited to your current needs and objectives.
The PIM program gives you the added benefit of your Portfolio Manager’s personalized service. 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. There is no need to spend your valuable time bringing a portfolio manager “up to speed” on your financial goals.