Investing for Growth (IFG) Strategy

Overview
  • The Investing for Growth strategy is an equity-based portfolio that is based on sell side analysts’ earnings projections.
 IFG image.png
Fundamentals:
  • Buy and sell discipline
  • Search for companies that have received two upward earnings revisions by analysts in a six-month period
  • Historically, stocks are sold when analysts lower their earnings projections
Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and are 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.

Investing for Dividends (IFD) Strategy

Overview
  • Equity portfolio that has an objective of total return from dividend income and appreciation.
IFD image.png
Fundamentals:
  • Stocks are selected based on a strong dividend paying history
  • Search for companies with potential annual dividend growth
  • Stock is sold if dividend is decreased













*Dividends are not guaranteed and are subject to change or elimination. Past performance is no guarantee of future results and there is no assurance that any investment strategy will be successful.

All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. 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.

Investing for Health Sciences (IFH) Strategy

Overview
  • Equity portfolio that has an objective of wealth creation from disruptive technologies in the health care sector.
IFH image.png
Fundamentals:
  • Seek companies that help provide better and more efficient outcomes
  • Search for companies that target unmet medical needs
  • Typically comprised of companies that are at clinical stage










Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and are 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.

Investing for Capital Preservation (IFP) Strategy

Overview

  • Portfolio that has an objective of preservation of capital with an emphasis on Conservative Income.
Crop3_320x180.jpg

Fundamentals:

  • High quality fixed income issuers
  • Precious Metals
  • Money Markets

Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and are not 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 this program is $50,000.

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, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SD, TX, VA, WI). 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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX