The Talbot Beard Langrall Ferguson Group
of Wells Fargo Advisors

What is a PIM Portfolio Manager?

The Private Investment Management (PIM) Program is specific to Wells Fargo Advisors and requires completion of advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course. Advisors who wish to complete the program must meet eligibility requirements, including a minimum of two years of experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams.

Less than 10% of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers, but all four of our advisors at Talbot Beard Langrall Group are PIM Portfolio Managers.

Benefits of the PIM Program

The Private Investment Management Program is geared toward your specific investment goals. It is designed for investors who:

•  Desire a personalized and active approach to asset allocation

•  Prefer a portfolio manager who can make discretionary decisions on their behalf

•  Seek long-term portfolio management through diversification while managing underlying investment costs

•  Seek flexibility in building and maintaining a portfolio using a diverse selection of investments

•  Value a high level of professional services and personal attention

Working with a PIM Portfolio Manager frees your time and puts your investment allocation in the hands of trained professionals. And of course, your needs and goals always remain at the center of your investment plan.

*The PIM program 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.

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, GA, IL, KY, MD, MI, MN, MO, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV). 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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