Guide to Separately Managed Accounts

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

Our Mission Statement

The Wert Investment Consulting Group of Wells Fargo Advisors is a team dedicated to providing an elite level of service to a select clientele of individuals and organizations. We learn the details of a client's current situation, including assets, liabilities, income and aspirations in order to custom tailor a financial strategy.

We utilize best of class non-proprietary investment strategies to achieve diversification, investment performance and tax efficiency. We provide service on both the asset and liability sides of the balance sheet.

We form alliances with key professionals in accounting, trust and estate planning for the benefit of each client. We demand the highest level of ethical standards from each other, our firm and those who seek to earn our business.

We work with clients who have the necessary resources to utilize and appreciate the value proposition of the professionally managed accounts and concierge level service. We are not stock pickers, day-traders, order takers or market timers.

We provide an environment in which each team member can achieve, grow and prosper professionally while also recognizing the importance of family and community. We achieve the trust and respect of our clients and colleagues by the quality of our work, consistent professionalism in appearance and demeanor and an attitude of confidence.

Retirement Plan News

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