Wells Fargo offers a program of professionally-managed portfolios geared to meet the investment needs of sophisticated investors and institutions. The comprehensive lineup of separately managed strategies takes advantage of the expertise of the same investment teams who manage some of the most popular Wells Fargo Funds. The managers apply the same time-tested philosophies, strategies, and processes to the managed accounts.
A dedicated group of investment professionals to help service and grow your managed account business.Sales support inquiries:
Choose one of the money management strategies below for a detailed product overview.
|Strategy (fact sheet)||Quarterly commentary||Corresponding mutual fund|
|C&B Large Cap Value Equity (PDF)||C&B Large Cap Value Fund|
|CoreBuilder® Municipal Income** (PDF)||—|
|Fundamental All Cap Growth Equity (PDF)||Omega Growth Fund|
|Fundamental Large Cap Select Growth Equity (PDF)||Endeavor Select Fund|
|Fundamental Mid Cap Growth Equity (PDF)||Enterprise Fund|
|Fundamental SMID Cap Growth Equity (PDF)||Discovery Fund|
|Heritage Large Cap Growth II Equity (PDF)||Large Cap Growth Fund|
|Large Cap Dividend Growth Equity (PDF)||—||—|
|MetWest Capital Large Cap Intrinsic Value Equity (PDF)||Intrinsic Value Fund|
|MetWest Capital Global Intrinsic Equity||—||Intrinsic World Equity Fund|
|MetWest Capital International Intrinsic Equity||—||—|
|Pelican Small Cap Value Equity*** (PDF)||Intrinsic Small Cap Value Fund|
|Special Mid Cap Value||Special Mid Cap Value Fund|
|Special Dividend Focused Equity||—||—|
|U.S. Equity All Cap (PDF)||—||—|
A cohesive investment boutique based in Charlotte, North Carolina, Golden Capital Management remains focused on and true to a core style of investing, regardless of market conditions. The firm places an emphasis on undervalued companies with improving earnings fundamentals and positive investor sentiment.
|Strategy (fact sheet)||Corresponding mutual fund|
|Golden Large Cap Core Equity (PDF)||Large Cap Core Fund|
|Golden Small Cap Core Equity (PDF)||—|
|Golden SMID Cap Core Equity||—|
Wells Fargo & Company owns, indirectly, 65% of the membership interests of Golden Capital Management. Subsidiaries of Wells Fargo & Company may refer business to Golden Capital Management and may receive compensation from Golden Capital Management for such referrals.
For more information on Golden Capital Management, please contact your regional director.
*Not all strategies are available in all broker/dealer systems.
**Hybrid strategy that includes individual securities and a proprietary mutual fund position. Holdings for the mutual fund position are available here.
***Formerly named MetWest Capital Small Cap Intrinsic Value Equity.
Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Affiliated Managers (Galliard Capital Management, Inc.; Golden Capital Management, LLC; Nelson Capital Management; Overland Advisors; Peregrine Capital Management; and The Rock Creek Group, LP); Wells Capital Management, Inc. (ECM Asset Management Ltd.; First International Advisors, LLC; and Metropolitan West Capital Management, LLC); Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC. Certain investments are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA. Wells Fargo Funds Distributor, LLC, is a subsidiary of Wells Fargo & Company.