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Invested in Your Success…
The Gummow Wealth Advisory Group of Wells Fargo Advisors offers customized portfolio management through the Private Investment Management (PIM®) program. Geared toward a client’s unique investment goals, the program is designed to take an active approach to asset allocation, balancing your investment mix with changing market conditions, taking no more risk than is necessary.
Through the Gummow Wealth Advisory Group of Wells Fargo Advisors, PIM® offers a level of flexibility that can help you navigate key financial events in your life while continuing to remain aligned with your goals and risk tolerance.
Benefits include:
- A dedicated Private Investment Manager who makes investment decisions on your behalf;
- A long-term portfolio management approach that seeks to maintain diversification;
- Flexibility in building and maintaining a portfolio using a diverse selection of investments, and;
- A high level of professional service and personal attention as we quarterback your financial life.
*Diversification does not guarantee profit or protect against loss in declining markets. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Investing involves risk including the possible loss of principal.
The PIM program is not designed for excessively traded or inactive accounts, and 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 size for this program is $50,000.