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 benefit from our consistent and strategic approach with access to a wide range of strategies to help address your specific needs and goals.
A Focus on Asset Allocation
See how a well-diversified portfolio can help you meet your specific investment objectives.
A Focus on Portfolio Construction
Discover how our investment process integrates industry best practices in portfolio construction.
Personalization
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
Guidance
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:
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Get access to investment research and insights including:
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Choices
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:
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Global Asset Classes
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Select Investment Types
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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
