OUR STRATEGIES AND PRIMARY PURPOSE
Quantico Asset Management provides custom asset management solutions for our clients. To accomplish this we implement a goals based investment strategy with proper asset allocation according to your personal investment characteristics. To help define and enumerate the goals specific to each client, we implement a tool that is unique to Wells Fargo Advisors, the Envision® Process. Once we have established goals in place for each client/family, we allocate their assets in order to better position them in an attempt to meet those goals. We utilize outside managers for asset classes outside of our core competencies to ensure adequate attention and expertise is applied to each investment allocation.