Our Investment Management Process & Solutions

At the core of our investment management process is a well defined, comprehensive investment plan that is tailored to meet our clients needs, goals, objectives and risk tolerance. From that starting point we strive to construct investment portfolios for our clients unique circumstances designed to optimize risk-adjusted returns

Investment Management Solutions

  • Advisory Portfolio Management

  • Separately Managed Accounts

  • Access to Money Managers Domestic & Global

  • Unified Managed Accounts- Multi Discipline Portfolio Management

  • Alternative Investments

  • Private Equity

  • Hedge Funds

  • Managed Futures

  • Real Assets

  • Direct Private Investments

  • Derivatives 

Advisory programs and separately managed accounts are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.

Some alternative investments may be available to pre-qualified investors only. Hedging strategies and private investments may be speculative and involve a high degree of risk. Hedging 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 hedging 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.

The use of derivatives will expose an investment to additional risks that it would not be subject to if it invested directly in the securities underlying those derivatives.