Investment Products

  • You have many options for investing.
  • Investments should work together to help you accomplish your financial goals.

Types of investments


Part of the investment planning process is making investment choices that fit your investment strategy. Those investments should work together to help you accomplish your financial goals. We’re dedicated to providing you a wide range of investment products and services to help you meet them.

 
As an investor, you have many options. Common types of investments include:

Advisory Services

Our Advisory Services can help you save time managing investments. We offer a broad range of advisory programs designed to suit the level of involvement you prefer in the day-to-day management of your investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Fixed Income

Fixed income refers to those types of instruments that pay investors fixed interest or dividend payments until they mature. At maturity, investors are repaid the principal amount that they originally invested. These can provide more stability than stocks, even though bonds have historically provided lower returns than stocks. There are a wide variety of products that are available, but more common ones include: Treasury Bonds, Municipal Bonds, Brokered Certificates of Deposit (CDs), and Corporate Bonds.

Fixed Income Ladder - Consider building a fixed income ladder by staggering maturities with multiple instruments over a period of time. This can potentially reduce the effect that fluctuating interest-rate environments have on investment portfolios. This can help generate a relatively stable, monthly income stream.


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Equities

An investment giving you partial ownership in a company based on the number of shares you purchase. Stocks tend to fluctuate more in the short term, but have traditionally offered the best potential for growth and can play an important role in almost any portfolio.

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Mutual Funds and Exchange Traded Funds (ETFs)

Mutual Funds - A fund allowing you to pool your money with others in a professionally managed portfolio. Mutual funds offer diversification through a mix of investments, such as stocks or bonds.1

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Exchange Traded Funds (ETFs) - A basket of securities traded throughout the day — just like individual stocks — on a national stock exchange. Like mutual funds, you purchase shares of an overall fund rather than individual investments.1

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Values-Aligned Investing- Values-aligned investing seeks to align an investor’s financial objectives with their personal values. This investment approach may be suitable for those interested in sustainability, environmental or social issues or have specific religious preferences.

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Income Protection with Annuities


A contract between you and an insurance company requiring the insurer to make payments to you, either immediately or in the future. You make contributions to the annuity for a guaranteed income stream.2

It’s important to understand the different types of annuities; there are generally five to choose from:

  • Variable
  • Indexed Variable
  • Fixed
  • Fixed indexed
  • Income

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Alternative Investments

Alternative investments can help diversify or complement a traditional portfolio through the types of investments owned or the techniques employed. They include asset classes, strategies and structures that often are different from traditional investments.

Private real estate Hedge funds Private capital
A variety of options with strategies including:

  • Core
  • Value-Add
  • Opportunistic
 A variety of options with strategies including:

  • Equity hedge
  • Event driven
  • Global macro
  • Relative value
 Includes Private Equity:

  • Venture capital
  • Growth Equity
  • Buyout
Includes Private Debt:

  • Traditional
  • Special Situations



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Zachary Firestone

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CO, NC, PA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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