Portfolio Management
Fundamental Choice Portfolio Management
Fundamental Choice is a portfolio management program designed for investors who are seeking long-term capital appreciation through an actively managed, diversified portfolio. With Fundamental Choice, we follow a disciplined approach to building your portfolio which is based on the objective research of Wells Fargo Advisors analysts. Because Managing Principal Steve Economopoulos has successfully completed training from Wells Fargo Advisors and met other requirements, he will act as your personal portfolio manager. He believes this gives you an added advantage: Once you begin participating in the Fundamental Choice program, he can immediately start working without spending valuable time bringing a portfolio manager “up to speed” on your personal situation, your goals, your risk tolerance and your time horizon for achieving your goals.
Another time-related advantage of Fundamental Choice is the feature that allows Steve to manage your portfolio on a discretionary basis. This means he will be able to immediately act on current market conditions by adding investments to, or removing them from, your portfolio without losing valuable minutes trying to contact you. Of course, all changes to your portfolio will be made in accordance with your goals, risk tolerance and the recommendations of Wells Fargo Advisors fundamental research analysts.
The process of determining an efficient portfolio is ongoing within the office. As a team, various investment options will be reviewed to determine the appropriate fit for you. While managing client portfolios, tracking investment options and implementing updates is an ongoing process in keeping with the ever-changing financial world. Ask for more details on this process at your next meeting.
In short, the Fundamental Choice portfolio management program is designed to help you meet your goal of increasing your assets in a straightforward, unbiased manner. To learn more about the discretionary portfolio management program offered to clients, click here.
Fees for the Fundamental Choice program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the charges and expenses of any mutual funds that may be purchased within the program and customary brokerage charges may apply to non-program assets. Fees are based on the assets in the account and are assessed quarterly. Fee-based accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. A minimum annual fee may apply for this program. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a description of our services and information on all fees and expenses. The minimum account size for this program is $50,000.
|
