Robert Sek of Wells Fargo Advisors

Private Investment Management


Life is really simple, but we insist on making it complicated. - Confucius

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*Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful. As each Private Investment Management (PIM) program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in the Philosophy Statement.  Investments and investment strategies contained herein are provided for informational purposes only.  We would need to review your individual situation before recommending appropriate strategies for you.  All investing involves risk, including the possible loss of principal.  Each asset class has its own risk and return characteristics.  The level of risk associated with a particular investment or asset class generally correlates with the level of return the investment or asset might achieve.  Stock values may fluctuate in response to general economic and market conditions, the prospects of individual companies, and industry sectors.  Bonds are subject to market, interest rate, price, credit/default, call, liquidity, inflation and other risks.  Prices tend to be inversely affected by changes in interest rates.  The PIM program is not designed for excessively traded or inactive accounts and are not 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.  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.  CAR – 0320-04724

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