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How you invest depends on a number of considerations, including how much time you have, how much involvement you want in the day-to-day management of your investments, and, just as importantly, the complexity of your financial situation. Understanding the type of investor you are can help you determine what investment approach is suited for you.
If you prefer to rely on a professional to help make investing decisions or if you have more complex financial needs, a Financial Advisor can help you craft and execute an investment plan. They can also regularly meet with you to keep you updated on how your portfolio is performing and make adjustments as necessary.
Robo-investing provides digital investing with smart technology to recommend a diversified portfolio based on your investing goals. Typically, a portfolio is determined based on the information submitted by the investor. These types of accounts, like Intuitive Investor, complement these digital investing services with the benefit of talking with a Financial Advisor.
If you prefer, you can be self-directed investor, using a platform like WellsTrade, investing independently without a Financial Advisor. In addition to conducting transactions, this approach requires more confidence and a grasp of market factors that could impact your investments. Self-directed investors can use investing platforms, like WellsTrade, to independently manage their own investment portfolio. If you don’t feel you have the necessary knowledge or time to be a self-directed investor, you might be more comfortable working with a Financial Advisor.
By understanding the level of guidance you’re looking for, you can begin to determine what type of help you may need and the investment strategies you want to implement.
We’re committed to your financial success. Here you’ll find a wide range of helpful information, interactive tools, practical strategies, and more — all designed to help you increase your financial literacy and reach your financial goals.
This information is provided for educational and illustrative purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Investing involves risk, including the possible loss of principal. Since each investor's situation is unique, you should review your specific investment objectives, risk tolerance and liquidity needs with your financial professional to help determine an appropriate investment strategy.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
LRC-0720