Investment Management

Successful investing can be challenging and you need objective advice on which you can rely. While financial markets can create uncertainty, we believe the biggest risk in investing is not meeting your specific financial goals. We can help you develop a plan, construct your portfolio, and work with you to maintain alignment with your overall investment plan. Following a disciplined investment process and working with a financial advisor can provide the confidence needed to develop an appropriate strategy and stick with your investment plan during challenging times.


Why Advisory

The Calhoun, Proud and Shields Wealth Management Group of Wells Fargo Advisors can manage your investments using the Fundamental Choice Advisory program in addition to other investment platforms available through our Financial Advisor team of Kenneth Calhoun, Senior Vice President – Investments, Fundamental Choice Portfolio Manager; Michael Proud, Senior Vice President – Investments, Fundamental Choice Portfolio Manager; and Edwin Shields Senior Vice President – Investments, Fundamental Choice Portfolio Manager. 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.


The Fundamental Choice program 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 the program is $50,000.