Choosing someone to help manage your money is an important decision
You want someone who will guide you on your investments and understands your financial goals. This person should be someone you can speak with and who will be there for you with assistance and objective advice.
The Private Investment Management (PIM)® program provides you with just this kind of service — and more. The PIM® program is designed for investors who are seeking long-term capital appreciation through a diversified portfolio and top-quality professional services. This program gives you all that through your close, one-to-one relationship with your Financial Advisor.
Achieving financial security means growing your assets and protecting what you have built. PIM® Portfolio Managers are backed by an array of research analysts who have the skills and tools to help you achieve your financial goals. The PIM® program is an innovative way to put these resources to work for you. By working with your Wells Fargo Advisors Financial Advisor and the Portfolio Manager, you receive the benefits of objective advice and asset management guidance based on your needs, goals and investment objectives
The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
The Private Investment Management (PIM)® program provides you with just this kind of service — and more. The PIM® program is designed for investors who are seeking long-term capital appreciation through a diversified portfolio and top-quality professional services. This program gives you all that through your close, one-to-one relationship with your Financial Advisor.
Achieving financial security means growing your assets and protecting what you have built. PIM® Portfolio Managers are backed by an array of research analysts who have the skills and tools to help you achieve your financial goals. The PIM® program is an innovative way to put these resources to work for you. By working with your Wells Fargo Advisors Financial Advisor and the Portfolio Manager, you receive the benefits of objective advice and asset management guidance based on your needs, goals and investment objectives
The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
Flexible Approach to Investing
Utilizing a Global Perspective
In our opinion, some of the world’s largest, fastest growing and best run companies are located outside the United States. By investing globally, we are able to add diversification to our client’s portfolios.
Comprehensive and Disciplined Approach
Hanley | Jaggie | Barry Wealth Management Group of Wells Fargo Advisors uses a comprehensive approach to analyzing global markets, designed to identify the attractive investment categories, then selecting individual stocks, bonds, and other securities to help enhance the performance of your portfolio.
Flexible Approach to Investing
Hanley | Jaggie | Barry Wealth Management Group offers a number of investment strategies to help utilize of evolving market trends. At different points in the business cycle and changing economic conditions various “styles” may perform better or worse compared to the overall market. These investment strategies include Large-Cap: Value, Growth, Core and Dividend Emphasis. Additionally we offer a Multi-Style portfolio which incorporates many of these strategies along with small and mid-sized stocks, international, and emerging market exposure.
Tactical Asset Allocation
Hanley | Jaggie | Barry Wealth Management Group, within specific guidelines established for various investment objectives, can vary the stocks, bonds, and cash allocations to help accommodate for future as well as current market conditions.
Contact Us
Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.