Wells Family of Companies | Portfolio Management Team

Wells Family of Investment Companies

Portfolio Management

The Wells
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"I WILL®"
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 "Every client relationship and every portfolio I manage begins with my deep rooted values of Duty, Honor, Client." Jim Wells
 
   
�I WILL� perform my DUTY to my clients with integrity.
   
�I WILL� Initiate and maintain quality and meaningful contact in good times and especially during difficult times.
   
�I WILL� treat my clients with HONOR and respect.
   
�I WILL�   care for my CLIENTS, by listening to what is important to them and addressing every issue no matter how small.  My clients do not work for me, I work for them.

 

 
Wells Global Investment Advisers LLC Wells Investments, Inc.
 
 
 

Valor Financial Securities, LLC. Member FINRA & SIPC