Investment Products and Services

As we customize a portfolio strategy designed to meet your investment needs, we can select among a wide range of products and services from providers across the financial industry, including:
  • Individual stocks
  • Exchange traded funds (ETFs)
  • Open/closed mutual funds
  • Fixed income
    • Municipal bonds
    • Preferred stock
    • Corporate and government bonds
    • CDs
  • Professionally managed accounts
    • Institutional money managers
    • Mutual fund wrap accounts
    • Discretionary portfolios
  • As a Wells Fargo Advisors Financial Advisors, we can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.