Investment Management

Investment Management - The Private Bank - Wells Fargo

Investment Strategies Designed for You

Managing today’s opportunities to pursue tomorrow’s goals

Our investment approach starts with you. Whether you’re looking for a balanced, long-term potential investment opportunity or a short-term investment option, you benefit from a consistent and strategic approach and have access to a wide range of strategies to help address your specific needs and goals.

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You are at the center of what we do. By using what we’ve learned about you, and leveraging asset allocation decisions along with your investment policy statement, we work with you to build, implement, and monitor a core portfolio with access to a broad range of investments and a full spectrum of strategies.

To optimize return and mitigate risk, we consider your:

  • Return objectives
  • Risk temperament
  • Cash flow and liquidity needs
  • Tax considerations
  • Investment timeframe
  • Objectives, such as leaving a legacy or responsible investing

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Your investment professional is supported by a robust team of specialists and analysts from The Wells Fargo Investment Institute which provides timely, actionable advice and expertise to help you achieve your financial goals. You benefit from:

Analysis Advice Insights
Receive in-depth analysis on:

  • Equities
  • Fixed income
  • Real assets
  • Alternative investments
  • Portfolios risk
  • Investment strategy
  • Asset allocation
  • Manager review
  • Options strategies and alternative investments
 Get access to investment research and insights including:

  • Articles and reports
  • Daily and weekly commentaries
  • Monthly videos with investment outlooks

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Asset allocation is the foundation of a successful investment strategy. In constructing your portfolio, we leverage Wells Fargo’s four asset group model that combines equities, fixed income, real assets, and alternative investments with the intent to optimize the relationship between risk and return. With our asset allocation approach, you have access to:

Strategies for Various Investment Objectives Global Asset Classes Select Investment Types
  • Risk and volatility management
  • Liquidity and cash management
  • Income strategies
  • Tax efficient investing
  • Responsible investing
  • Concentrated stock positioning management
  • Equities
  • Fixed Income
  • Real Assets
  • Alternative Investments
  • Mutual Funds
  • Separately Managed Accounts (SMAs)
  • Exchange Traded Funds (ETFs)
  • Exchange Traded Notes (ETNs)
  • Master Limited Partnerships (MLPs)
  • Hedge Funds
  • Options Strategies
  • Public and Private Global Real Estate
  • Private Equity and Debt

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For each of your investing goals, your investment strategist will work with you to understand your time horizon and your risk/return profile. In an effort to optimize return and mitigate risk, we consider:

  • Tax efficiency based on your specific situation and goals
  • Your need to grow assets, preserve capital, and generate income
  • Investment horizon for specific financial goals
Then to help you achieve your particular goals, your portfolio is reviewed frequently by the investment managers and monitored regularly by risk management teams.