Investing Intelligence
Built on Trust
Did you know there are nearly 7,900 mutual funds? More than 65,000 individual stocks? Just north of 8,750 ETFs?
That means your investment strategy can consist of millions of possibilities. But which combination and allocation makes the most sense for you?
Don’t worry. My responsibility is to uncover the ideal formula based on up-to-the-second data, delivered with non-stop sincerity.
Together, we’ll come up with a singular plan that works best for your goals today and tomorrow, no matter what they may be.
Let’s Work Together
Better Data for Potentially Better Outcomes
Your portfolio will be personally managed with assistance from our own Bloomberg terminal. We believe this technology with real-time alerts and custom-made reporting helps improve long-term performance for the assets entrusted to us.
Discover WhyKnowledge,
Worth Every Penny
Data alone doesn’t mean much. But data paired with an incisive intellect can tell a different story — one that holds the potential to make a profound difference in our clients’ lives. That’s why we invest in pursuing numerous advanced certifications and designations, while always seeking new opportunities to become more well-rounded.
Learn More about our Knowledge
CERTIFIED FINANCIAL PLANNERTM Certification
Certified Investment Management Analyst®
Chartered Retirement Plans Specialist®
Chartered Retirement Planning CounselorSM
Market Pulse
From fundamentals to advanced macro-perspectives, we navigate the investing landscape to distill complex topics into actionable insights.
Chart of the Week
Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team.
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Stock Market News
Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock market commentary.
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State of the Markets
A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute.
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Looking Ahead
Looking ahead recaps how markets performed over the last week and what may happen next week all condensed into one digestible summary.
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