Why we chose Wells Fargo
Investment Solutions through the Wells Fargo Investment Institute
We believe that the Wells Fargo Investment Institute is what sets our firm apart from the rest by providing timely investment guidance to advisors in an effort to help you succeed financially. Over 250 experienced investment strategists and analysts compile valuable investment information and research to apply to your portfolio needs:
Receive in-depth research on:
- Equities
- Fixed income
- Real assets
- Alternative investments**
- Portfolio risks
Get access to investment research and insight materials, including:
- Articles & reports
- Daily & weekly commentaries
- Monthly videos with investment outlooks
Apply research findings to enhance:
- Investment strategy
- Asset allocation***
- Manager review
- Option strategies*
- Alternative investments**
Of the many advantages that come with the Wells Fargo Investment Institute, we find the most impactful to be:
- Consistency across investment research, investment guidance, and investment products.
- Optimization of advisor practices through access to investment acumen, streamlined & efficient platforms, simplify support model, eliminate redundancies.
- Comprehensive investment advice and investment solutions.
Receive in-depth research on:
- Equities
- Fixed income
- Real assets
- Alternative investments**
- Portfolio risks
Get access to investment research and insight materials, including:
- Articles & reports
- Daily & weekly commentaries
- Monthly videos with investment outlooks
Apply research findings to enhance:
- Investment strategy
- Asset allocation***
- Manager review
- Option strategies*
- Alternative investments**
Of the many advantages that come with the Wells Fargo Investment Institute, we find the most impactful to be:
- Consistency across investment research, investment guidance, and investment products.
- Optimization of advisor practices through access to investment acumen, streamlined & efficient platforms, simplify support model, eliminate redundancies.
- Comprehensive investment advice and investment solutions.
WIM client assets represent Wealth & Investment Management client assets held in Wells Fargo Advisors and Wells Fargo Bank businesses and includes deposit balances. WFII creates core investment strategies and research to support WIM. Wells Fargo Q4 2023 quarterly earnings, January 12, 2024. Source: Wells Fargo Investment Institute, January 12, 2024.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.
Investment Guidance through the Wells Fargo Investment Institute
- The Global Investment Strategy team offers guidance on economic trends and market and sector preferences around the world. This team is dedicated in helping your advisor achieve your financial success by identifying potential opportunities in financial, real estate, and commodity markets, and in hedge fund and private capital strategies.
- Anticipates macro investment trends and incorporates guidance about how investors can potentially capitalize on these trends.
- Offers timely market insights and guidance on what is happening in the world today, on topics such as forecasts, global earnings, and asset class price targets.
- Asset class coverage includes equities, fixed income, real assets, and alternatives.
- The Global Portfolio Management team combines Wells Fargo Investment Institute's asset allocation models and investment product research to provide investment professionals with globally diversified discretionary portfolios to help manage your financial goals.
- Combines market strategy guidance, asset allocation advice, and research recommendations to provide investment professionals with diversified model strategies.
- Diversified model strategies include Allocation Advisors, Optimal Blends
- (formerly DMA), Wells Fargo Compass, FundSource, and Wealth Strategies.
- The Global Manager Research team provides in-depth research on investment products that can help financial professionals build investment strategies designed to help achieve your financial goals.
- Adheres to a rigorous analytical framework to identify managers who have the potential to meet or exceed risk-adjusted performance expectations.
- Coverage includes mutual funds, ETPs, SMAs, offshore funds, private placements, CEFs and money market funds.
- The Global Asset Allocation team is dedicated to helping your advisor achieve long-term investment goals through asset allocation guidance and thematic market research.
- Formulates long-term asset class returns, risk forecasts, and correlations. The team also creates strategic, cyclical, and tactical asset allocation models.
- The Global Securities Research team provides your investment professional thoughtful equity and fixed income research guidance in the form of sector, industry and individual security research and due diligence.
- Provide industry related guidance with a dedicated analyst responsible for each of the eleven sectors of the S&P 500, offer individual equity security research via thematic lists, deliver fixed-income research on preferred stocks/municipal & corporate bonds, and manage relations with third-party research providers
WIM client assets represent Wealth & Investment Management client assets held in Wells Fargo Advisors and Wells Fargo Bank businesses and includes deposit balances. WFII creates core investment strategies and research to support WIM. Wells Fargo Q4 2023 quarterly earnings, January 12, 2024. Source: Wells Fargo Investment Institute, January 12, 2024.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
*Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options” available from the Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606. Please read it carefully before investing.
**Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.
Available to pre-qualified investors only.
***Asset Allocation does not guarantee a profit or protect against loss in declining markets.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
*Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options” available from the Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606. Please read it carefully before investing.
**Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.
Available to pre-qualified investors only.
***Asset Allocation does not guarantee a profit or protect against loss in declining markets.
Experienced Investment Professionals
Your portfolio manager at Wells Fargo Bank serves as your contact for investment-related topics and services, such as:
- Working with you to understand your specific situation and designs a customized strategy for you.
- Creating your individual Investment Policy Statement.
- Building your tailored portfolio drawing from a broad array of investment solutions.
- Adjusting your portfolio based on changing market conditions and your changing circumstances.
- Supporting you, as a team of highly experienced specialists.
- Being backed by market insights and the deep investment experience of Wells Fargo Investment Institute.
Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Co. Services provided through your advisor.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Co. Services provided through your advisor.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.