PORTFOLIOS

AN INVESTMENT PLAN TAILORED TO YOUR NEEDS ... Our Group will design your portfolio according to your specific financial goals, and then use a disciplined investment approach in pursuing your objectives. MoranEdwards Asset Management Group will work with you to establish the appropriate asset allocation that seeks to provide maximum expected performance in accordance with your risk tolerance and investment goals.
 

  Summary of Investment Styles
  Brochure

 

Conservative Growth Conservative Growth Objective: The objective of this portfolio is capital appreciation and current income.
 
CGRO (11/30/1995) G.A.R.P.** Link to Factsheet
Conservative Select Conservative Select Objective:The objective of this portfolio is long term growth of capital and current income.
 
CSEL (10/1/2004) Core Link to Factsheet
Core Value Core Value Objective:The objective of this portfolio is capital appreciation and current income.
 
CVAL (12/31/2000) Value Link to Factsheet
Defensive Total Return Defensive Total Return Objective:The objective of this portfolio is long term capital appreciation and reduced portfolio volatility.
 
DTRS (5/31/1999) Value Link to Factsheet
Low Beta Low Beta Objective:Seeks to provide higher returns when compared to the S&P 500 Index by focusing on a broad set of risks to reduce downside volatility.
 
LOWB (12/7/2012) Value Link to Factsheet
Macroeconomic Model Macroeconomic Model Objective:Seeks to outperform the S&P 500 benchmark in a variety of market environments.  To accomplish this objective, the manager utilizes a top-down investment process that focuses on the most important determinants of portfolio return:  style, sector, and stock selection.
 
ECON (12/7/2012) Core Link to Factsheet
Socially Responsible Investing Socially Responsible Investing Objective:Socially Responsible Investing (SRI) is an investment strategy which incorporates environmental, social, and governance (ESG) factors into the investment process. The portfolio manager will invest in companies that encourage corporate practices that promote stewardship, consumer protection, human rights, and diversity.
 
SRI (11/30/2010) Core Link to Factsheet
Domestic Equity Domestic Equity Objective:This portfolio blends capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal portfolios
for clients interested in cross asset class strategies to meet their investment needs.
 
 DEQT (1/13/2017) Core Link to Factsheet
 Focused Value Focused Value Objective:Seeks to outperform the S&P 500 benchmark in a rising interest rate environment. To accomplish this objective the manager utilizes an investment process that focuses on companies with strong balance sheets and low debt-to-equity and price-to-book ratios.
 
 FVAL (10/31/2013) Value Link to Factsheet
Millennium Millennium Objective: The objective of this portfolio is to seek long term capital appreciation by investing in growth stocks likely to benefit from demographic trends.
 
MILL (3/23/1999) Growth Link to Factsheet
Moderate Growth Moderate Growth Objective: The objective of this portfolio is long term capital appreciation by investing in a diversified portfolio of growth sectors.
 
MGRO (3/31/1990) G.A.R.P.** Link to Factsheet
Select Select Objective: The objective of this portfolio is long term growth of capital.
 
MSEL (5/31/1997) Core Link to Factsheet
Moderate Value Moderate Value Objective: The objective of this portfolio is long term growth of capital by investing in stocks we believe to be undervalued relative to other stocks in the Russell 3000 Value Index.
 
MVAL (12/31/1995) Relative Value Link to Factsheet
Strategic Equity Blend Strategic Equity Blend Objective: The objective of this portfolio is long term growth of capital.
 
STEB (8/31/2001) Core Link to Factsheet
  Microcap Microcap Objective: The Microcap strategy typically invests in Microcap stocks with market caps up to $1 billion. The manager's core approach combines multiple investment themes and offers wide exposure to microcap stocks.
 
  MICRO (2/22/2017) Core Link to Factsheet
Small Cap Select Small Cap Select Objective: The objective of this portfolio is long term capital appreciation by investing in small cap growth and small cap value companies.
 
SSEL (9/5/2008) Core Link to Factsheet
Tactical Small Cap Value Tactical Small Cap Value Objective: The objective of this portfolio is long term growth of capital by investing primarily in small capitalization value stocks.
 
TSCV (12/31/2001) Relative Value Link to Factsheet
International International Objective:This portfolio attempts to fully participate in the developed international equity market by carefully selecting country exchange traded funds (ETFs) we view as having above average potential and positive momentum
 
INTL (2/28/2001) Core Link to Factsheet
Alternative Investment Alternative Investment Objective:This portfolio uses a highly specialized methodology to select underlying long equity exchange-traded funds (ETFs), exchange-traded notes (ETNs), and equity securities of diversified noncorrelating market sectors and averages to maximize long-term returns for a given level of risk.
 
ALTS (11/12/2010) Specialty Link to Factsheet
Balanced Taxable Balanced Taxable Objective: The objective of this portfolio seeks to maximize the risk-adjusted total return of the portfolio over a full market cycle.
 
BTAX (6/6/1994) Specialty Link to Factsheet
 Emerging Markets  Emerging Markets Objective:The objective of this portfolio is long-term growth of capital.
The manager intends to invest the portfolio in primarily emerging market country specifics ETFs, based on the manager’s opinion of the growth rate and relative value of the respective emerging market countries.
 
 EMRG (3/31/2014) Specialty Link to Factsheet
Global Balanced Global Balanced Objective:This portfolio blends capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal portfolios for clients interested in the benefits of diversification obtained by investing in U.S. and international equities, and fixed income securities.
 
GBAL (11/6/2008) Core Link to Factsheet
Global Dividend Global Dividend Objective:The objective of this portfolio is to blend capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal high yielding equity portfolios for clients interested in cross asset class strategies to meet their investment needs.
 
GDIV (5/5/09) Specialty Link to Factsheet
Global Equity Global Equity Objective:This portfolio blends capital market, strategic and tactical asset allocation, and active risk management to attempt to develop and implement optimal portfolios. For clients interested in adding cross-asset class strategies to their investment needs.
 
GEQT (3/24/2009) Core Link to Factsheet
Hedge Equity Hedge Equity Objective:The portfolio seeks to provide returns during market expansions by using both traditional and fundamental analysis as a customized methodology to select underlying long-equity exchange traded funds (ETFs), and equity securities of diversified non-correlating market sectors and averages to maximize long-term returns for a given level of risk.
 
HDGE (3/25/2009) Specialty Link to Factsheet
Natural Resources Natural Resources Objective: The objective of this portfolio is long term capital appreciation by investing in equity securities in the energy and natural resource industries.
 
NATR (11/30/2003) Relative Value Link to Factsheet
Real Estate Investment Trust Real Estate Investment Trust Objective: The objective of this portfolio is to provide income and capital growth by investing primarily in publicly traded securities of real estate companies.
 
REIT (3/4/2009) Specialty Link to Factsheet
Convertible Convertible Objective:The objective of this portfolio is to generate both income and growth consistent with maximizing the portfolio’s risk adjusted total return over a full market cycle.
 
CONV (5/5/2008) Convertible Link to Factsheet
 Municipal Bond Municipal Bond Objective:The primary objective of this style is preservation of capital through the construction of a high-quality portfolio of short to intermediate duration tax exempt securities.
 
 MUNIC (2/15/2017) Municipals Link to Factsheet
Fixed Income Fixed Income Objective: This portfolio invests primarily in government, corporate, and high yield fixed income exchange traded funds (ETFs).
 
TAX/B (8/31/2008)  Fixed Income Link to Factsheet
 Income-Conservative Corporate/Treasury Objective: The primary objective of this style is preservation of capital through the construction of a high quality portfolio of taxable securities.
Eligible investments include short and intermediate duration investment grade corporates, Treasury and government agency issuers.
 
 TAXFI (1/25/2017)  Corporate/Treasury Link to Factsheet
 Municipal/Corporate/Government Customized Fixed Income Objective:Personalized fixed income portfolio; $500,000 minimum.
 
BOND Custom Fixed Income Link to Factsheet


 

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.