Wells Family of Companies | Portfolio Management Wells Investment Inc

Wells Family of Investment Companies

Portfolio Management | Wells Investments, Inc.

The Wells
 Philosophy
"I WILL®"
 Our Valued
Clients 
Become  a
Wells Client

Contact Us
Your
Professional
 Management Team
Portfolio  
Management
Trust
Services
Education
Resource
Center
Pre-Retirees
Retirees
 
Every client relationship and every portfolio I manage begins with my deep rooted values of Duty, Honor, Client.
Wells Global Investment Advisers LLC Wells Investments, Inc.
Wells Investments offers personalized portfolio management on a non-discretionary basis.  Minimum account size is $250K. The firm takes an active approach to portfolio management, using information obtained by capital markets research to adjust client portfolios based on our forecasts and opportunities that we see in the markets.

Our investment strategy is similar to Wells Global, however we will not use options or exercise discretion. Specific recommendations are made to clients. Clients must approve the recommendation prior to any transaction. The client will make all final investment decisions. 

Wells Investments will gather information on a client's financial history, goals, objectives, and financial concerns and assist client in developing an asset allocation strategy. Based on the client's investment objectives, risk tolerance, and financial situation, Wells Investments will manage the account with periodic monitoring.  Advice will be provided on a periodic basis upon the request of a client, due to a scheduled visit such as a portfolio or account review, or as a result of market events and market opportunities and conditions. 
 

Valor Financial Securities, LLC. Member FINRA & SIPC