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.
- 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.
- 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.
- 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 Fixed Income (IFI) Strategy
Overview
- Portfolio that has an objective of generating a fixed income stream.
- High quality fixed income issuers
- Treasuries
- Municipals
- Corporates
- 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.
Direct Indexing
Overview
- Strategy provides broad market exposure by investing in individual stocks in a separately managed account (SMA).
- Seek pre-tax performance in line with broad market while providing after-tax outperformance
- Tax management considerations influence investment decisions
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. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.
Alternative Investments
Overview
- The Alternative Investments Strategy provide an alternative vehicle for investment growth potential.
- Alternative investments could include hedge funds, private placements, precious metals, cryptocurrencies, MLPs and/or real estate.
- Historically, such investments have a lower market correlation than traditional investments and can limit downside exposure