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Less than 10% of our firm’s financial advisors have met the criteria to participate in in the Private Investment Management® (PIM®) Program. Fred Goduti and Doug Jones proudly hold this designation.

Unique to Wells Fargo Advisors Financial Network, a PIM Portfolio Manager must meet eligibility requirements, including a minimum of two years’ experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams.

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  • Personalized and active approach to asset allocation
  • PIM® Managers make discretionary decisions on your behalf
  • Long-term portfolio management
  • Diverse selection and mix of investments
  • Your PIM® Manager knows your goals and your full financial picture
  • Hands-off for you

Working with a PIM Portfolio Manager frees your time and puts your investment allocation in the hands of trained professionals. And of course, your needs and goals always remain at the center of your investment plan.

*PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.