Private Investment Management - Professionally managed portfolios with personal service
Bill is a PIM Portfolio Manager and manages customized portfolios geared toward your specific investment goals. To become a PIM Portfolio Manager, Bill has met stringent criteria based on experience and expertise and acts as your personal portfolio manager.
Professional, personalized Portfolio Management
As a "discretionary" account, your investment account through the PIM program is structured to let your Portfolio Manager make investment decisions on your behalf based on your risk tolerance and financial objectives. When selecting the securities for your portfolio, Bill conducts a detailed analysis of companies, industries and overall economic conditions. In managing the account, Bill constructs an appropriate asset allocation strategy based on your personal investment style.
Bill has access to an array of Research Analysts who have the skills and tools to help you meet your financial goals. When constructing your portfolio, Bill draws upon Wells Fargo Advisors' internal research capabilities as well as those of external equity research firms whose services Wells Fargo Advisors subscribes to.
In addition, his portfolio management approach includes:
Goals Based Investing
He believes investing is about selecting quality investments to build a portfolio that provides the income and stability you need to maintain the type of lifestyle to which you have become accustomed and to help you reach the goals you have for your future.
Diversification
Because asset allocation is a main driver of your portfolio’s return, we aim to balance risk and reward by aligning your portfolio to meet your investment goals, risk tolerance and investment time horizon.
Managing Risk
Based upon your priorities and tolerance for risk, your personalized plan is designed to provide a sophisticated roadmap to help you reach your financial goals without taking on more risk than you are comfortable with.
Tax-Efficient Investment Strategies
The portfolio manager works to maximize the tax efficiency of your wealth plan and help reduce the effect of taxes on your investments. This is sought after by using low cost, tax efficient, transparent investments to implement the strategies, tax loss harvesting done throughout the year and determining the advantages of using taxable or tax-advantaged accounts throughout various stages in your life
Adding Value
The portfolio manager is dedicated to ensuring that your needs are always our priority. With a deep focus on you, your family and your next generation, they have meaningful conversations and listen carefully, so you’ll know you have an investment plan in place to help pursue your life’s priorities and passions.
Wells Fargo Advisors is not a legal or tax advisor.
Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.
Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.