Summary of Services

Investment Approach

Value investing


Retirement plans

Minimum Account Size


Investment Philosophy

Value investing was originated in 1934 by Graham and Dodd. The Franklin Management Group takes pride in following these classic value-investing principles, which can hold true in all types of markets:
  • Stocks should be viewed as small parts of a business that are for sale.
  • By analyzing only measurable data, one can estimate a company's true “intrinsic value.”
  • When a stock is selling well below its intrinsic value, it is considered undervalued and can be bought as a “bargain.”
  • Diversification can help manage the risk of an investment portfolio.1


  • Market and economic forecasts
  • Industry research
  • Investment management expertise
  • Up-to-the-minute news
  • Wells Fargo Advisors Research Department
  • Custom-built company reports
  • Private research database
  • Portfolio management software

Investment Process

1. Idea Generation — The Franklin Management Group avoids widely followed sources, preferring isolated or overlooked stocks that stand on their own merit.

2. Screening — Both U.S. and international markets are screened to see which investments may be selling at a discount to their intrinsic value.2

3. Detailed Meetings — Analysts and portfolio managers discuss current portfolio selections and new candidates for investing daily to ensure that each candidate is consistent with the Group's philosophy.

4. Sell-Point Determination — This is established before shares are purchased, based on the stock's fundamental value. However, as new information is received, sell-point may be adjusted accordingly.

The Philosophy of Value Investing
Why Use a Professional Money Manager?
Our Background
Summary of Services
How Do I Open An Account?
Our Associates

74245 Highway 111, Suite 203
Palm Desert, CA  92260


1. Diversification, while important, cannot eliminate the risk of fluctuating prices and uncertain returns.

2. Investing in foreign securities presents certain unique risks not associated with domestic securities, such as currency fluctuation and economic and political changes. This may result in greater price volatility.

The PIM® program is not designed for excessively traded or inactive accounts, and is not appropriate 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.

As each Private Investment Management (PIM®) program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in this Philosophy Statement.