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  • Goals and objectives
  • Time horizons
  • Risk tolerance
  • Income and liquidity needs

  • Investment planning
  • eMoney®
  • Investment Policy Statements
  • Investment evaluation
  • Buy/sell discipline

  • Asset allocation
  • Investment vehicles
  • Lifestyle vs. legacy
  • Dollar-cost averaging

  • Progress to goals
  • Risk/return analysis
  • Portfolio rebalancing for advisory accounts
  • Investment vehicle reviews
  • Economic/market commentary and events
  • Client life events

  • Goals and objectives
  • Time horizons
  • Risk tolerance
  • Income and liquidity needs

  • Investment planning
  • eMoney®
  • Investment Policy Statements
  • Investment evaluation
  • Buy/sell discipline

  • Asset allocation
  • Investment vehicles
  • Lifestyle vs. legacy
  • Dollar-cost averaging

  • Progress to goals
  • Risk/return analysis
  • Portfolio rebalancing for advisory accounts
  • Investment vehicle reviews
  • Economic/market commentary and events
  • Client life events

Portfolio Reviewing in Advisory Accounts & Reporting

Portfolio reviewing in advisory accounts reveals both risks and opportunities. We evaluate the performance of your holdings against the markets and recommend adjustments as market conditions, as well as your goals and objectives evolve.

  • Performance and strategy reviews
  • Monthly statements that offer a clear, comprehensive picture of portfolio activity
  • Quarterly reports that summarize your portfolio's performance
  • Annual statements for tax reporting and year-end investment planning
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 Advisory Programs varies.

Investment Planning with eMoney®

A powerful, analytical tool that looks at your overall financial situation, needs, and goals to produce a clear, customized projection.

  • Goals and objectives
  • Asset allocation and scenario planning
  • Monte Carlo probability analysis
  • Proposed recommendations and adjustments
  • Implement a plan
  • Review
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.