For more than 160 years, Wells Fargo has worked with people like you to develop customized investment strategies to help achieve their goals.

Over the years we’ve pioneered modern financial theory and greatly expanded the range of investments we employ, but our central focus remains on understanding your needs and aligning solutions and strategies to help you achieve your aspirations.

Our approach to investments is focused on you

At The Private Bank, we build our investment management process around you. Your investment manager works with you to build a thorough understanding of your financial situation – your financial goals, immediate needs, longer-term lifestyle desires, philanthropic wishes and legacy needs – along with your timeframe and risk tolerance.

Working from a strong understanding of you, your investment manager will then walk you through our disciplined investment management process.

Personalized asset allocation

Asset allocation is the process of combining different asset classes – such as equities, fixed income, real assets and complementary strategies – with the intent of optimizing the relationship between risk and return. It will be the cornerstone of your investments strategy.

Our process carefully looks beyond return and risk to address cash flow, liquidity, time horizon and tax efficiency needs. We also leverage our in-house RiskOpticsSM process to examine and plan to address the many forms of risk that investors face today, including transparency, leverage, illiquidity, concentrated investments and market volatility.

Investment SolutionsShow Details

We employ a team of dedicated analysts who develop and deliver a full range of in-house investment strategies, including:

  • Customized equity and fixed income investments
  • In-house and third party solutions
  • Structured products
  • Risk mitigation strategies
  • Socially responsible investments
  • Public and private real estate
  • 1031 exchange capabilities
  • Complementary strategies, such as our hedge fund of funds
Your investment manager will work with you to implement our investment strategies based on his or her understanding of your goals, timeframes and risk tolerance.

Comprehensive manager research for your investmentsShow Details

Our manager research team takes a rigorous and disciplined approach to due diligence. We have developed a comprehensive approach that blends qualitative research with statistical analysis to identify high-quality investment firms that adhere to well-documented, consistent investment processes.

We look for firms with long-term investment vision as opposed to those that react to day-to-day market fluctuations. We also diligently monitor our managers, making adjustments as necessary to help our clients achieve their goals.

A diversified mix of investmentsShow Details

We believe in bringing you the strongest investment solutions to help you achieve your goals. As one of the largest diversified financial services firms in the United States, Wells Fargo and The Private Bank have been able to leverage our standing to bring together a diversified array of in-house and third party investment solutions.

Your investment manager is agnostic about who the provider is, focusing instead on whether or not a solution meets your asset allocation needs and can help you achieve your objectives for your investments.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Real estate investments carry a certain degree of risk and may not be suitable for all investors.
Some complementary strategies and alternative investments may be available to pre-qualified investors only. Hedge strategies and private investments may be speculative and involve a high degree of risk. Hedge strategies and private investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. There is no secondary market for the investor’s interest in a hedge fund or private equity investment and none is expected to develop. There may be restrictions on transferring interests in a hedge fund or private equity investment.
Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products are not FDIC Insured, have no Bank Guarantee and May Lose Value
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