Why Choose Us?

Experience Matters

An advisors's value to a client starts with financial knowledge coupled with their years of experience. In short, experience matters and there is no substitute for it. We are a unique team of investment advisors and support staff with over 100 years of combined investment experience.

We have navigated our clients through significant financial events over the last 25 years; the October 1987 stock market panic, the 1989 Russian debt crisis, the 2001 terrorist attacks, and the recent 2008-2009 financial market crisis. 

Unprecedented times ultimately call for professional judgment - a deep understanding of markets, asset classes, and the relationships among them. As PIM Portfolio Managers, we are among the select Wells Fargo Advisors who are qualified to manage client portfolios on both a discretionary or non-discretionary basis.

Planning Based

Our approach begins and ends with you. Before we invest your capital, we help you define your measurable goals and then we develop a roadmap through our Envision® process.

The Envision process analyzes the delicate balance needed to make progress toward your goals while helping to avoid unnecessary investment risk. The Envision process demonstrates the impact that different environments would have on your goals.

Uncompromising Service

Our team will act as your financial executive office. We pride ourselves on the level of continued communication with our clients. From the very first meeting and as our relationship continues, you will be given our team's undivided attention, proactive advice, and incomparable service.

 

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.