The Private Investment Management Program

As a “discretionary” account, your investment account through the PIM program is structured to let our team’s portfolio manager make investment decisions on your behalf, based on your risk tolerance and financial objectives. As your advisor, the portfolio manager will guide you through our process to obtain your investment goals and risk parameters and then use asset allocation to construct a personalized portfolio to help meet your financial objectives.
Importance of Consulting

Our Envision Process

  1. Client Profile: Meet for a comprehensive fact-finding session to learn about you.

  2. Asset Allocation: Develop your personalized mixture of stocks, bonds, and cash alternatives.  

  3. Security Selection: Determine which securities are right for you, i.e. cash alternatives, stocks, bonds, mutual funds, closed-end funds, etc.

  4. Portfolio Monitoring: Track your investments on an ongoing basis and make changes to your portfolio as necessary. 

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Triangle and One

Triangle and One

The Private Investment Management (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.

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“You don’t choose your family. They are God’s gift to you, as you are to them.”

— Desmond Tutu

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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 (AZ, CA, CO, DC, DE, FL, HI, ID, IN, MA, MO, MT, NC, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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