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Investment Strategy and Advisory Programs

Are you on the right path with your investment plans?

Take Back Precious Time with an Investment Advisor

When you put your money into an investment advisory program, you put the research, monitoring, and understanding of the markets into the hands of professional portfolio managers. Then all that time you've spent doing those things can become yours again to do with as you wish.

Benefits of Our Investment Advisory Programs

Regardless of which advisory program you choose, you'll receive:

  • One-on-one consultations with your Financial Advisor
  • Professional investment guidance based on objective research and customized to your objectives
  • A focused investment strategy
  • Ongoing portfolio monitoring and service
  • Rebalancing when necessary

Selecting an Investment Advisory Program

First, decide who you want to make the investment decisions:

  • You?
  • Your Financial Advisor?
  • A Wells Fargo Advisors team of strategists?
  • An outside professional money manager?

Based on that decision, your Financial Advisor will work with you to determine which type of advisory program will work best with your goals:

After you and your Financial Advisor select the type of advisory program, your Financial Advisor will recommend a specific investment planning program that meets your needs.

How Our Advisory Programs Work

Click each step in the process for more information. You and Your Financial Advisor - 1, 2. The Portfolio Manager: You, your Financial Advisor, a Wells Fargo Advisors team of strategists, or an outside professional money manager – 3, 4, 5. 5. Rebalancing 4. Portfolio Monitoring 3. Investment Selection 2. Asset Allocation 1. Investment Profile

Find Out More

To learn more about how advisory programs work, the different types of financial advisory programs available to you, and the individual investment programs themselves, contact your Financial Advisor.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Contact your financial advisor for a copy of our advisory disclosure document. Please carefully review our advisory disclosure document for a full description of our services. The minimum account size for these programs is between $25,000 and $1 million.

1. Investment Profile
After you settle on an advisory program, you and your Financial Advisor work together to determine your investment profile.
2. Asset Allocation
That profile is used to select an appropriate asset allocation model (broad-level investment mix) that best suits your investment goals, the amount of time you have to invest, and how much risk you're willing to take.
3. Investment Selection
Your investment portfolio is built around your chosen asset allocation model.
4. Portfolio Monitoring
Your Financial Advisor, a Wells Fargo Advisors team of strategists, or an outside professional money manager (basically, whoever manages the portfolio) monitors your portfolio's performance.
5. Rebalancing
When your portfolio isn't quite working the way it should, the portfolio manager will rebalance it based on the recommended asset allocation. However, if your situation has changed, you and your Financial Advisor may need to re-address your investment profile and asset allocation.
 
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