The Private Investment Management (PIM) program is a customized portfolio management program geared toward a client’s specific goals and investment objectives. Tony Maddelina has met stringent criteria based on experience and expertise to be a Senior PIM Portfolio Manager. He actively manages proprietary investment portfolios, which are customized to meet each client’s unique preferences, time horizons, and priorities (e.g., cash flow needs and wealth transfer objectives).
The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Advisory services are not designed for excessively traded or inactive accounts and may not be 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 these programs is $10,000 to $250,000.