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 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.
Ranch Investment Consulting Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, IL, KS, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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