A Word About Our Investment Philosophy

Through our team’s knowledge in portfolio management , investment activity is done on your behalf by us personally – not through a trading house or outsourced partner. We have your best interests in mind,and we believe that is best exemplified through our choice to serve you through hands-on portfolio management and superior client service .

Our tactical investment philosophy, which includes both fundamental and model-driven analysis, seeks to achieve above average, risk-adjusted returns, no matter the market environment, while striving to minimize the exposure of our clients’ investments during periods of sustained market decline.

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.   During periods of lower trading activity, your costs might be lower if our compensation was based on commissions.  Please carefully review he 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.