Wealth & Investment Management Services
Mark Twain once wrote, “the difference between the right word and the almost-right word is the difference between lightning and the lightning bug.”
We believe investment management functions in the same way — seemingly small differences often divide true success from negative outcomes. Without diligent planning, thorough research and thoughtful investment strategies, you may settle for “almost right” portfolio management that seems acceptable in the short term, but will not support your long-term investment objectives.
A Dedicated Investment & Wealth Management Process
At Magellan Financial, we apply a risk-based approach to investment management that is designed to achieve equity-like returns with potentially lower volatility. Our goal is to uphold your wealth management plans with tactical asset allocation, in-house money management, and continuous monitoring of client portfolios.
Advisory programs are not designed for excessively traded or inactive accounts and are not 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 these programs is between $25,000 and $200,000.