We work with you to determine an investment strategy to help you meet your investment goals, whether you are seeking to build a long-term investment portfolio, generate retirement income, or achieve another goal. We work together to create a customized portfolio using a variety of account management options including advisory accounts, client directed accounts, and/or traditional brokerage accounts using investment vehicles including individual stocks, bonds, mutual funds, ETFs and more.
We help clients build personal investment portfolios using traditional brokerage investments, including stocks, bonds, mutual funds, ETFs, and other securities.
The Asset Advisor program allows to work with us to create an individualized investment portfolio that is client directed. It includes the benefit of one-on-one consultations to establish an investment plan, professional investment advice based on objective research and customized to your objectives and ongoing portfolio monitoring and service.
We work with clients and invest their assets in separately managed accounts that meet their risk tolerance, time horizon and investment goals. The separately managed account is a portfolio of individual securities managed on our client’s behalf by a professional asset management firm. This approach provides our clients with choice, flexibility and the transparency they are looking for.
Both Thomas and Daniel are PIM Portfolio Managers and manage customized portfolios geared toward your specific investment goals. When selecting the securities for your portfolio, they conduct a detailed analysis of companies, industries and overall economic conditions. In managing your portfolio, they construct an appropriate asset allocation strategy based on your personal investment style.
Wells Fargo Advisors Personalized Unified Managed Account (Personalized UMA) is a unified managed account that offers access to a variety of investment strategies on a single wealth management platform. Unified Managed Accounts (UMAs) allow you to combine mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), annuities and Wells Fargo Investment lnstitute's professionally managed blends into one comprehensive account, which may be customized in an effort to meet your investment goals.