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 is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

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.