Risk Management: The Foundation of a Sound Investment Philosophy

Wells Fargo Investment Institute - March 2017

Investing involves more than deciding stock and bond allocations and determining success based on a simple measure of portfolio performance. Investment products and services provide more choices than ever for individual investors—and while they may offer more potential rewards, they also open the door to more opportunities for risk.

Foremost, we believe that managing risk is the foundation to managing money. This report outlines our core beliefs as to how we think investors should pursue their financial goals.

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Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (the “Institute”). The Institute is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wealth and Investment Management (WIM) is a division of Wells Fargo & Company.

Opinions represent WFII’s opinion and are for general informational purposes only and are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. WFII does not undertake to advise you of any change in its opinions or the information contained on this website. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.

This website is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use the information contained in this website as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.

Wells Fargo Investment Institute, Inc. (“WFII”) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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