Portfolio management

How can you benefit from my portfolio management?

There are several reasons to consider choosing an account type that allows me to act as your portfolio manager.

• As your financial advisor, I am already familiar with your goals – so, I can be a better consultant and help you construct a portfolio that will maximize your potential for success.

• I’m able to make investment decisions on your behalf. It’s more hands-off for you, as I will have a strong idea of what you want to achieve.

• You’ll find elevated service and personal attention in a portfolio management program. I help you monitor the performance of your portfolio and adjust, as needed, on an ongoing basis.

• Portfolio management through Wells Fargo Advisors is backed by a wide array of research analysts. Decisions about how to invest your money are made with attention to your goals and with direct reference to industry-leading research at Wells Fargo Investment Institute (WFII).

Reach out to me for more information about advisory accounts and portfolio management.


Asset allocation does not guarantee a profit or protect against loss.

Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.