INVESTMENT SOLUTIONS

With extensive access to Wells Fargo Advisors and their affiliates, Hon Capital Group operates via open architecture that can help address the personal needs of our high-net-worth clients.
Through in-house resources and our affiliates, Hon Capital Group has access to a mixture of proprietary and third-party investment strategies and investment managers, all suited to fit your needs.


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*These services offered through Wells Fargo Bank N.A.
Our team can fully customize both equity and fixed income solutions. We examine equity investment solutions, as well as tax-efficient and socially responsible investing options.

You’ll also have access to experienced trading and research solutions, and global fixed-income markets.

Additionally, we strive for competitive execution and price quotation on spot, forwards, swaps, and derivatives.
We operate with full transparency. When providing solutions for real and alternative investments, we offer you due diligence on external investment options, and give you access to institutional only investments.
Managing cash flow can be a critical part of building wealth. Choosing which financial services firm to work with can sometimes be just as challenging as finding a strategy to meet your needs. As your wealth increases, it’s important to consider how you use credit within the context of your overall portfolio to meet your long-term financial goals.

PRIVATE MONEY MANAGEMENT

  • Access to professional money managers
  • Ongoing research and evaluation of money managers from Wells Fargo Investment Institute, Inc. (WFII)1

ADVISORY SERVICES2

  • Stock Strategies & Hedging
  • Real Estate and Agricultural Management
  • Trust & Estate Planning Strategies

FIXED INCOME & FOREIGN EXCHANGE

  • Strategies designed around your specific objectives such as preserving capital, generating income, accessing liquidity, etc.
  • Comprehensive advice on Foreign Exchange markets and hedging strategies
  • Fixed Income Securities including: Municipal Bonds, Corporate Preferreds, Short-Term Instruments, High-Grade Corporate Bonds, U.S. Agencies/ Treasuries, Global and Emerging Market Securities

EQUITY

  • Customized strategies to help optimize risk and return relationship and to diversify portfolio holdings
  • Option strategies
  • Access to a vast array of independent research

ALTERNATIVE INVESTMENTS

  • Access to a wide range of alternative asset solutions such as Private Equity, Hedge Funds, Structured Products, Leveraged Finance
  • Wells Fargo is a leading manager of alternative assets
1Wells 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
2These services offered through Wells Fargo Bank N.A.

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, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, SC, TN, TX, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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