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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.
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