Getting an idea of your financial vision, setting goals and understanding your investment personality are components of the comprehensive approach we take with you. The information about you generated by this process is essential to determining your tolerance for investment risk and your risk profile.
We can typically consider an investment universe that includes mutual funds, exchange traded funds (ETFs), individual stocks and individual bonds (taxable and tax-advantaged) and, if appropriate, alternative investments.
We can help you make asset allocation and investment selection decisions based on a top-down, macro view of the markets.
Scott Brown is a qualified PIM portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, as well as third party model portfolios and investment strategies.
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.