Investment Management

We are committed to assisting our clients achieve their investment goals. Our clients have access to a wide range of investments from stocks and bonds to alternative investments such as hedge funds. Recommendations are powered by the expertise of industry-leading research and analysis.

Our clients have access to the following products and services.

ADVISORY

  • Adisory Program
  • Separately Managed Accounts

ALTERNATIVE INVESTMENTS

  • Charitable Gift Funds
  • Exchange Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

BANKING/LENDING*

  • Certificates of Deposit
  • Credit Card
  • Home Equity
  • Mortgage
  • Securities-Backed Lending

BUSINESS SERVICES

CAPITAL MARKET SERVICES

EDUCATION PLANNING

  • 529 Plans
  • Education Savings Plans

ENVISION® PLANNING

ESTATE PLANNING STRATEGIES

  • Charitable Giving
  • Insurance
  • Trust Services

EXECUTIVE SERVICES

INVESTMENT PLANNING

INSTITUTIONAL CONSULTING

  • Endowments
  • Foundations

INVESTMENT PRODUCTS

  • Annuities
  • Commodities
  • Equities/Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income/Bonds
  • Futures
  • Mutual Funds
  • Options
  • Unit Investment Trusts

RETIREMENT PLANNING

  • Business Retirement Plans
  • Individual Retirement Accounts (IRAs)

SYNDICATE

TAX-SENSITIVE INVESTING

WEALTH MANAGEMENT




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Certain products and services listed are offered through non-bank affiliates of Wells Fargo & Company.
*Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801); (Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A); and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and in some cases, collateral approval. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice. Licensed by the New Hampshire banking department.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CT, DC, FL, GA, IL, MO, NC, NJ, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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