Guide to Separately Managed Accounts

A report on the uses of separately managed accounts (SMAs) for high net worth investors.

Introduction to our Firm

Bob Wert founded the Wert Investment Consulting Group of Wells Fargo Advisors in order to provide a high level of service to a small number of clients. Since 1985, the group has worked with families, companies and not for profit organizations to articulate goals and implement custom-designed action plans. 

Services for Families

Our process offers you the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and rethink your approach whenever necessary.

Retirement Plan News

Legislative and fiduciary update for sponsors of Defined Benefit plans. (Fourth Quarter of 2019)

Institutional Planning Services

The Wert Investment Consulting Group is composed of, and supported by, a team of highly skilled professionals. Together, we are dedicated to delivering retirement plan solutions designed to help achieve your financial and educational objectives.

Our team is a part of Wells Fargo Advisors and specializes in providing holistic retirement plan consulting services to organizations like yours. We work with a select group of companies and institutions and have experience in supporting a wide range of plan sponsors, from start-ups to multi-million-dollar programs.

Institutional Services

We can help you navigate the complexities of implementing and maintaining a retirement savings plan.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.