Investment Philosophy

A Disciplined Approach

Our holistic wealth management approach evaluates your investment strategy in relation to taxes, retirement savings, spending as well as estate and charitable giving needs as identified in your unique plan.

Leveraging the strength of our team’s extensive experience, we follow sound, sensible investment strategies structured within your asset allocation target that are consistent with your risk tolerance and investment objectives. Portfolios are constructed through a highly collaborative process to meet your objectives and prudently grow your wealth over prosperous and challenging times.

With the ability to select the most suitable investments from our open architecture investment platform, we leverage the institutional capabilities of Wells Fargo Investment Institute to evaluate and select from a vast number of investment managers and vehicles to construct portfolios that minimize investment expenses, optimize risk adjusted return and maximize tax-efficiency.

We are a Fiduciary, acting in your best interest to establish and maintain the highest degree of trust and confidence in our role as a valued advisor to you and your family.



**Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.