Investment Philosophy

For me, investing is a lifelong passion. For others, it can be intimidating, worrisome or fraught with outside influences causing undesired outcomes. Regardless of where each person is on the investing spectrum, our process helps determine your specific range of risk and return levels.

We also look at each client’s goals, the time horizon for achieving each goal and then attempt to balance the necessary level of risk and return needed to help reach the goals at the appropriate time. When there are changes to any of the specified goals or if there are concerns with market volatility potentially delaying them, we will examine to see if an alternate course of action is needed and implement a new plan to correct course if warranted.

The investment plan is evaluated for performance and equity sector weightings versus comparable indexes. Asset class weightings are compared to stated investment objective and rebalanced on a quarterly or annual basis. Tax favorable strategies are also evaluated for inclusion to investment plan.*

 

 

 


*Wells Fargo Advisors is not a legal or tax advisor.
The Thomas Financial Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, FL, GA, LA, MD, MS, MT, NC, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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