Investing For Growth (IFG) Strategy

OVERVIEW
  • The Investing for Growth strategy is an equity based portfolio that is based on sell side analysts’ earnings projections.
FUNDAMENTALS
  • Clear buy and sell discipline.
  • Equally weighted to each S&P 500 sector
  • We search for companies that have received two upward earnings revisions by analysts in a six month period.
  • Historically, stocks are sold when analysts lower their earnings projections




Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and are not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Investing for Dividends (IFD) Strategy

OVERVIEW

  • Equity portfolio that has an objective of total return from dividend income and appreciation.

FUNDAMENTALS
  • Stocks are selected based on a strong dividend paying history.
  • Equally weighted to each S&P 500 sector.
  • Companies are screened for excess free cash flow.
  • Stock is sold if dividend is decreased.



*Dividends are not guaranteed and are subject to change or elimination. Past performance is no guarantee of future results and there is no assurance that any investment strategy will be successful.

All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and is not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Investing For Health Sciences (IFH) Strategy

Overview

  • Equity portfolio that has an objective of wealth creation form disruptive technologies in the healthcare sector.

Fundamentals
  • Focus is on companies that are a drug discovery platform.
  • Focus is on companies that go after unmet medical needs.
  • Typically comprised of companies that are at clinical stage.




Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. The PIM program is not designed for excessively traded or inactive accounts and are not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.