Audio: Portfolio Strategies for Eligible Investors

Transcript: Portfolio Strategies for Eligible Investors

Hello, I’m Erik Davidson, Chief Investment Officer of Wells Fargo Private Bank.

One of the things that gives me great pleasure at The Private Bank is knowing our clients’ financial road to success is paved with thoughtful guidance and an investment strategy that is appropriate and unique to their specific needs.

That is why I’m very pleased to introduce new investment strategies for eligible investors like you. These strategies are built using investment concepts that are carefully selected and combined to provide tailored market opportunities and the potential for improved returns on an after-tax basis.

If you have a long-term view of your investment expectations, an interest in tax-efficient opportunities, and a higher temperament for risk, this may be an option for you.

For more information, please contact your financial advisor or relationship manager. We look forward to helping you pursue your financial goals.