Portfolio Management Alternatives

The Prudent Man Rule:  The fundamental principle for professional money management, stated by Judge Samuel Putnum in 1830: "Those with responsibility to invest money for others should act with prudence, discretion, intelligence, and regard for the safety of capital as well as income."

Private Investment Management1
Peter Prentis is among the firm’s select Financial Advisors who are authorized to manage client portfolios with discretionary authority. Private Investment Management is a highly personalized investment management alternative. As a PIM client, you will meet with Peter regularly to establish your investment objectives and guidelines for the management of your portfolio.  

• Asset Advisor2
For investors who wish to have more regular input on their portfolio choices, Asset Advisor is a fee-based comprehensive investment advisory program. While you ultimately make the specific investment decisions, we can provide research, planning, asset allocation, investment selection and ongoing guidance, as needed.

• Managed Account Consulting Service3
Our team will help you select the professionals best suited to meet your financial objectives from a group of independent investment managers.

Open Architecture/ Abundant Resources
As an independent team within Wells Fargo Advisors, we believe our circumstances provide the best of both worlds: access to world-class resources, with no obligation to favor one investment product or service over another. We pursue the best investment opportunities for each client by studying diversified sources of information, including:

• Credit Suisse
• Sanford C. Bernstein & Co.
• Wells Fargo Securities
• Standard & Poor's
• Morningstar
• Value Engine
• Dorsey Wright & Associates (technical analysis)

Our access to a large number of Institutional Investor -American analysts allows us to form opinions and build a plan based on multiple sources of information, independent of proprietary investment products.

 

1 The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. 

 

2 The Asset Advisor program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.  

3 Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you.