The Group was founded in March of 1990 by Thomas M. Moran, a Managing Director - Investments, and Earl Sistrunk, CFA, Financial Consultant.  From the beginning, the group has focused on quantitative analysis and fundamental research in building diversified equity portfolios for their clients.  The Group now consists of nineteen individuals, including two Principals, with a combined experience of over 100 years in the securities industry.  The Group has two Portfolio Managers and is headed by Financial Advisors Thomas Moran and Robert Edwards. Earl Sistrunk and Christina Shaw are also responsible for several of the Group's model portfolios.

The Group currently utilizes over 50 variables from 200 different research firms to arrive at its recommendations.  The Group currently manages over 2 billion dollars in assets as of June 30, 2011 for families and institutional clients utilizing 15 different investment models.

Through our Group you will be investing with Wells Fargo Advisors, one of the nation's largest retail brokerage businesses. Investors have been entrusting their money to our firm for over 100 years, and today we manage the assets of both individual and institutional clients worldwide in personally managed accounts.

We strive to add value to our clients’ portfolios by capitalizing on our investment experience and our strong institutional and retail presence on Wall Street. Moran Edwards Asset Management Group can draw on a wide array of services and resources to help direct your investments. We can utilize information from our product and research specialists, as well as other forms of analysis from many different sources, to help enhance your investment progress.  As a result, you not only receive personalized investment attention, but you also get the backing of all our services through Wells Fargo Advisors.

Wells Fargo Advisors brings to its individual, corporate, and institutional clients a distinguished heritage of helping clients make the most of their financial resources. With more than $1.3 trillion in client assets as of June 30, 2011, Wells Fargo's brokerage businesses comprise 15,149 full-service financial advisors and 3,795 licensed bankers.  This vast network of advisors, one of the nation's largest, serves clients through offices in all 50 states and the District of Columbia.

Collectively, the professionals of Moran Edwards Asset Management Group have over 100 years of experience in helping clients meet their investment goals with sound financial solutions. As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

By utilizing a comprehensive team approach, Moran Edwards Asset Management Group of Wells Fargo Advisors provides investment management services to a select group of clients. We focus on serving successful individuals and their families. We also provide specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.

A Comprehensive Fee Instead of Commissions

Moran Edwards Asset Management Group takes a very disciplined and personal approach to managing your money. We use our knowledge and expertise in this discretionary relationship to try and achieve the long-term goals you’ve set for your portfolio. As PIM Portfolio Managers, Moran Edwards Asset Management Group is among a select few Wells Fargo Advisors' financial advisors who are qualified to manage client portfolios on a discretionary or non-discretionary basis.

Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. 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 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.