PIM program
The PIM® program is a customized portfolio management program geared toward your specific investment goals. Pam Batson, Senior Vice President – Investments, has met stringent criteria based on experience and expertise, and she acts as your PIM® Portfolio Manager.
The PIM® program is designed for investors who:
The PIM® program is designed for investors who:
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Put Our Experience to Work for You
Investors have been entrusting their finances to Wells Fargo Advisors for many years. Today, we manage the assets of individual and institutional clients in personally managed accounts. We help add value to our clients' portfolios by capitalizing on our investment expertise and our strong institutional presence on Wall Street.
Pam draws on a wide array of services and resources to help direct your investments. She and our team use information from our research analysts, as well as other forms of analysis from many different sources. As a result, you receive personalized portfolio management services - and access to the resources of Wells Fargo Advisors. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.
Benefits of a Managed Portfolio
By appointing an experience Portfolio Manager to manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively managing your investments.
After allocating your investments, Pam continually manages your portfolio, monitors the markets, and manages performance. As part of this process, she can help ensure that your portfolio remains invested in financial instruments most suited to your current needs and objectives.
Pam draws on a wide array of services and resources to help direct your investments. She and our team use information from our research analysts, as well as other forms of analysis from many different sources. As a result, you receive personalized portfolio management services - and access to the resources of Wells Fargo Advisors. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.
Benefits of a Managed Portfolio
By appointing an experience Portfolio Manager to manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively managing your investments.
After allocating your investments, Pam continually manages your portfolio, monitors the markets, and manages performance. As part of this process, she can help ensure that your portfolio remains invested in financial instruments most suited to your current needs and objectives.
PIM Criteria
Criteria for PIM® Portfolio Managers
The criteria for entry into the PIM program is more stringent than most other programs Wells Fargo Advisors offers.The full process to obtain the PIM designation can take 60 days to complete and includes a three-step process. The first step is meeting basic eligibility requirements, which include a minimum of two years experience as a portfolio manager, five years of industry experience, successful completion of various securities exams, and approval of branch and regional superiors.
Only then can a Financial Advisor complete an application, which includes questions covering investment style, strategy, philosophy and research methods. Once approved, the Financial Advisor must complete advanced training, including an ethics exam, proxy exam and an advanced 40-hour portfolio management training course.
PIM program summary
- Ability to hold a wide range of asset types within one portfolio, eliminating the need for multiple accounts
- Top-quality portfolio management expertise and personal services that were once available only to high-net-worth clients
- Access to Wells Fargo Advisors’ qualified and experienced Financial Advisors to act as your Portfolio Manager
- One fee based on the size of your account rather than traditional trade-based commission charges
As your PIM® Portfolio Manager, Pam will guide you through a consulting process to ascertain your investment goals and risk parameters, and then she uses asset allocation to construct a portfolio of various securities chosen to help meet your financial objectives.
Pam will actively manage your portfolio on an ongoing, discretionary basis, based on her individual investment style.
Put Our Experience to Work for You
Investors have been entrusting their finances to Wells Fargo Advisors for many years. Today, we manage the assets of individual and institutional clients in personally managed accounts. We help add value to our clients’ portfolios by capitalizing on our investment expertise and our strong institutional presence on Wall Street.
Pam draws on a wide array of services and resources to help direct your investments. She and our team use information from our research analysts, as well as other forms of analysis from many different sources. As a result, you receive personalized portfolio management services – and access to the resources of Wells Fargo Advisors. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.
Benefits of a Managed Portfolio
By appointing an experienced Portfolio Manager to manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively managing your investments.
After allocating your investments, Pam continually manages your portfolio, monitors the markets, and manages performance. As part of this process, she can help ensure that your portfolio remains invested in financial instruments most suited to your current needs and objectives.