We provide a full suite of concierge level investment services for our clients. Quantico Asset Management of Wells Fargo Advisors’ core competency is in the US Large and Mid Cap Equity space, where we have two actively managed portfolios. Our flagship legacy strategy is the Large Cap Strategy, incepted on January 1, 1997. Our more recently incepted strategy, January 1, 2008, is the Mid Cap Strategy. Our investment approach focuses on finding high quality companies with strong brand names and excellent management at a favorable price. Our portfolio allocations reflect an awareness of the distribution of economic sectors of their respective benchmarks, allowing us to add value by leveraging our strategies and extensive research process to find what we believe are the best companies within each sector. The resulting portfolio is comprised of equity securities with which the investment team has high confidence in the long-term fundamental aspects of each investment. The Large Cap and Mid Cap equity strategies are available to investors via separate accounts.
Quantico Asset Management of Wells Fargo Advisors' Value Proposition lies solely in their ability to implement strategies designed to help their client’s increase their good decisions and reduce their mistakes when it comes to their investment portfolios. We do this by both applying a solid foundation of logic and reason to find good ideas and helping avoid poor decisions through a deep understanding of both modern financial theory and behavioral finance. We are guided by our core values (Honor, Courage, Discipline, and Commitment) to ensure that all decisions are made for the best interests of our clients.
OUR VALUE PROPOSITION
The PIM Program is not designed for excessively traded or inactive accounts, and may not be 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.
The prices of mid-cap company stocks are generally more volatile than large company stocks. They often involve higher risks because mid-cap companies may lack the management expertise, financial resources, product diversification and competitive strengths to endure adverse economic conditions.