Investment Management

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Investment Strategies Designed for You

Managing today's opportunities to pursue tomorrow's goals

Our investment approach starts with you. Whether you’re looking for a balanced, long-term potential investment opportunity or a short-term investment strategy, you may benefit from our consistent and strategic approach with access to a wide range of strategies to help address your specific needs and goals.

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A Focus on Asset Allocation

See how a well-diversified portfolio can help you meet your specific investment objectives. 

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A Focus on Portfolio Construction

A Focus on Portfolio Construction

Discover how our investment process integrates industry best practices in portfolio construction.

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You are at the center of what we do. By using what we’ve learned about you, and leveraging asset allocation decisions along with your investment policy statement, we work with you to build, implement, and monitor a core portfolio with access to a broad range of investments and a full spectrum of strategies.

To help enhance return and mitigate risk, we consider your:

  • Return objectives
  • Risk temperament
  • Cash flow and liquidity needs
  • Tax considerations
  • Investment timeframe
  • Objectives, such as leaving a legacy or responsible investing


Your investment professional is supported by a robust team of specialists and analysts from The Wells Fargo Investment Institute which provides timely, actionable advice and guidance to help you achieve your financial goals. This includes:

Analysis Advice Insights

Receive in-depth analysis on:

  • Equities
  • Fixed income
  • Real assets
  • Alternative investments
  • Portfolios risk
  • Investment strategy
  • Asset allocation
  • Manager review
  • Options strategies and alternative investments

Get access to investment research and insights including:

  • Articles and reports
  • Daily and weekly commentaries
  • Monthly videos with investment outlooks

Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

Options involve risk and are not appropriate for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available from the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Please read it carefully before investing.


Asset allocation is the foundation of our investment process. In constructing your portfolio, we leverage a four-asset group model that combines equities, fixed income, real assets, and alternative investments with the intent to optimize the relationship between risk and return. With our asset allocation approach, you have access to:

Strategies for Various Investment Objectives
Global Asset Classes
Select Investment Types
  • Risk and volatility management
  • Liquidity and cash management
  • Income strategies
  • Tax efficient investing
  • Responsible investing
  • Concentrated stock positioning management   
  • Equities
  • Fixed Income
  • Real Assets
  • Alternative Investments   
  • Mutual Funds
  • Separately Managed Accounts (SMAs)
  • Exchange Traded Funds (ETFs)
  • Exchange Traded Notes (ETNs)
  • Master Limited Partnerships (MLPs)
  • Hedge Funds
  • Options Strategies
  • Public and Private Global Real Estate
  • Private Equity and Debt

Risk Management

For each of your investing goals, your investment strategist will work with you to understand your time horizon and your risk/return profile. In an effort to help enhance return and mitigate risk, we consider:

  • Tax efficiency based on your specific situation and goals
  • Your need to grow assets, preserve capital, and generate income
  • Investment horizon for specific financial goals
Then to help you achieve your particular goals, your portfolio is reviewed frequently by the investment managers and monitored regularly by risk management teams.
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