Investment Management Process

Our investment philosophy is built on four cornerstones:

1. Adding Value

Our experienced team of financial professionals dedicate ourselves to ensure that your needs are always our top priority. With a deep focus on you, your family and your next generation, we work to have meaningful conversations and listen carefully, so we can identify issues often overlooked. In the end, you’ll know you have an investment plan in place to help pursue your life’s priorities and passions.

2. Long-Term Perspective

We find great value in taking a long-term perspective on the markets, our investments and our client relationships.


3. Diversification

Because asset allocation can be a main driver of your portfolio’s return, we aim to balance risk and reward by aligning your portfolio to meet your investment goals, risk tolerance and investment time horizon. We construct your customized portfolio using investments such as Exchange Traded Funds (ETFs), mutual funds, stocks, bonds, and alternatives.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

4. Tax-Efficiency

The long-term impact of taxes on investment returns can hinder your future savings. Our tax-efficient strategies help with your potential to continue to grow your savings for retirement while managing the impact of taxes.

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.