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.
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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.
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Fundamentals:
  • Stocks are selected based on a strong dividend paying history
  • Search for companies with potential annual dividend growth
  • Historically, 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.
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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.
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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.