Professionally managed portfolios with personal service.
The PIM program is a customized portfolio management program geared toward your specific investment goals. Chris West CFA®. Managing Director - Investments, assisted by Sunandan Clerk CFA , Senior Registered Client Associate who has met the stringent criteria required to act as a PIM Portfolio Manager.*
The PIM (Private Investment Management) program is designed for investors who:
The PIM program offers customized investment portfolios that can include cash alternatives, stocks, bonds, mutual funds, closed-end funds, option strategies and exchange-traded funds in a single account for an all-inclusive quarterly fee. To learn more about the PIM program, call today.
As a "discretionary" account, your investment account through the PIM program is structured to let your Portfolio Manager make investment decisions on your behalf based on your risk tolerance and financial objectives. When selecting the securities for your portfolio, your portfolio manager conducts a detailed analysis of companies, industries and overall economic conditions. In managing the account, your Portfolio Manager constructs a suitable asset allocation strategy based on his or her personal investment style. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.
Your portfolio manager is backed by an array of research analysts who have the skills and tools to help you meet your financial goals. When constructing your portfolio, your Portfolio Manager draws upon Wells Fargo Advisors' internal research capabilities as well as those of external equity research firms whose services Wells Fargo Advisors subscribes to.
By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments. After allocating your investments, your Portfolio Manager continually manages your portfolio, monitors the markets and manages performance. As part of this process, your Portfolio Manager ensures that your portfolio remains invested in financial instruments most suited to your current needs and objectives.
The PIM program gives you the added benefit of your Portfolio Manager's personalizedservice. By having your Financial Advisor act as your Portfolio Manager, you have the advantage of working with someone who can be intimately acquainted with yourfinancial goals and concerns and with whom you may have already established aone-on-one working relationship. In short, you are dealing with someone you knowand trust. There is no need to spend your valuable time bringing a portfolio manager "up to speed" on your financial goals.