We Know The Potential Your Wealth Holds.
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Like attracts like in our industry.
In this case, only a few percent hold the wealth you do. Similarly, fewer than 10% of
Wells Fargo Advisors hold the Private Investment Management® designation.
Two members of our team hold this rare credential.
Wells Fargo Advisors hold the Private Investment Management® designation.
Two members of our team hold this rare credential.
Earning This Means We:
- Have experience as a portfolio manager
- Exceed the minimum five years’ industry experience
- Passed multiple stringent securities exams
Why This Matters for You:
- We’ll make discretionary investment decisions in your best interest
- Everything is hands-off for you because we act on your behalf
- Personalized asset allocations
- Broader selection and mix of investing options
Additional Designations
Working with us helps ensure you will have professionals who hold themselves to higher standards, including the fulfillment of other wealth-based areas of focus.
Certified Investment Management Analyst (CIMA®). This provides an in-depth, comprehensive understanding of investment theory, including portfolio construction, that adheres to a strict ethical code.
Certified Private Wealth Advisor (CPWA®). This designation focuses on the singular challenges of high net-worth clientele that requires an intimate understanding of investing strategies and philanthropic gifting.
Chartered Portfolio Manager (CPM®). Achieving this signifies we possess thorough knowledge of asset allocation best practices, risk management and other criteria to help generate better returns.
