Asset Management

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Fama & Co. Capital Wealth Management is a boutique asset manager for individuals, families, and corporations. Fama & Co. Capital Wealth Management activities include a diversified suite of investment strategies as well as comprehensive investment solutions. Fama & Co. Capital Wealth Management invest in most major asset classes, including equities, fixed income, municipal and corporate bonds, and preferred securites .

Fama & Co. Capital Wealth Management's formost mission is to meet sophisticated investors needs and demands, managing risk across market environments in the level clients require in their investment objectives. Fama & Co.  Capital Wealth Management is predicated upon the principle that over time, not over night, a client's success and goals can be achieved.

In order to pursue client objectives, Fama & Co. Capital Wealth Management is structured to maximize the following competitive advantages:

Investment Talent: Mr. Fama has over 30 years of expierence and is affiliated with Wells Fargo Advisors Financial Network based in St. Louis.  Wells Fargo Advisors Financial Network is a non-banking affiliate of Wells Fargo & Co., headquartered in San Francisco. Mr. Fama, along with Wells Fargo Advisors Financial Network, possess extensive knowledge of a wide variety of investment approches, industries, sectors, security types, and economies.

Cooperative Investment Approach:  Fama & Co. Capital Wealth Management's culture and business model are explicity designed to cultivate investment opportunities, foster the sharing of expertise, and ingrain a cooperative, client-advisor approach.

Rigorous Investment and Operational Risk Management: Investment risk management and capital preservation based on clients objectives and needs are important elements of Fama & Co. Capital Wealth Management's investment approach. As such, Fama & Co. Capital Wealth Management supports its asset management with a centralized operational platform offered through Wells Fargo Advisors Financial Network, managed by qualified professionals in trading, operations, client service, and compliance.

 Alignment of Interest:  Fama & Co.  Capital Wealth Management seeks to minimize conflicts of interest which are sometimes common to other investing organizations.  Glenn J.Fama is  the chairman and  managing director, and a registered principal.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, HI, IN, NC, NJ, NV, OR, PA, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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