Wells Global offers personalized global equity and fixed income management to high net worth individual and institutional clients on a discretionary basis.  Minimum account size is $400K. 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.

We provide personalized portfolio management and reporting for each client based on their individual investment goals, time horizon, cash flow requirements, outside holdings and tax status, along with other factors. We take the time to understand our clients’ risk tolerances and goals and combine that with our broad investment philosophy and proven investment acumen. We take an active approach to optimize return relative to risk because we believe that protecting clients from downside volatility, while also participating in market growth during bull markets, is the most effective way to optimize long-term returns for clients. 

We take a holistic approach to investing. This means we analyze a broad spectrum of mainstream investments such as growth versus value, large versus medium versus small cap equities, domestic versus international, high quality versus high yield bonds, convertible bonds as well as the length of their maturity and their duration. We have the experience and insight to capitalize on opportunities in all areas of global markets, including commodities and currencies, and tactically adjust our strategy as appropriate depending on our view of the markets. We may also strategically use options to add value, with a preference to sell options as part of a carefully constructed portfolio. We understand the importance of collecting option premiums to potentially enhance portfolio returns.