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