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Our Investment Process

As PIM Portfolio Managers, we provide active, strategic investment management, research and tactical portfolio rebalancing with the objective of helping you achieve specific investment goals throughout various market cycles, while also buffering market volatility. Client portfolios typically include individual stock positions, limited mutual funds, and investment grade corporate and municipal bonds.

Our process encompasses:

  • Conducting a detailed analysis of companies, industries and overall economic conditions when selecting securities for your portfolio
  • Constructing an appropriate, custom-tailored asset allocation strategy based on our well-defined investment philosophy
  • Portfolios that may include cash alternatives, stocks, bonds, mutual funds, exchange traded funds, closed-end funds, annuities, option strategies, and alternative investments in a single account
We review investments in your portfolio regularly and measure against a series of economic and market factors. As conditions evolve and circumstances change, we will adjust your portfolio to keep it in alignment with your objectives.

The PIM program is 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 this program is $50,000.