a practical, Risk-Aware investment process

Getting an idea of your financial vision, setting goals, and understanding your investment personality are key components of our comprehensive approach to portfolio management. The information about you generated by this process is essential to determining your tolerance for investment risk and your risk profile.

Our team is well-equipped to help you make asset allocation and investment selection decisions based on a top-down, macro view of the markets. The investment mix we typically draw from includes:

private Investment management (PIM® Program)

The PIM® Program is a customized portfolio management experience geared toward your specific investment goals. It is designed for investors who are seeking long-term portfolio management with a manager who can execute decisions on your behalf, backed by a wide array of research analysts.

CEO, Scott Brown and COO, Benjamin Spiker are PIM® Portfolio Managers who, in addition to providing traditional advice and guidance, can help you pursue your 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. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

The Quantitative Choice / Fundamental Choice / PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.