Wells Fargo Managed Account Services is a program of professionally managed custom portfolios made up of individual securities. Our institutional-style investment approach and commitment to personalized service allow us to customize a separately managed portfolio to suit your clients' particular needs and expectations. One that can help your clients realize their particular goals, while knowing their money is being carefully managed. Learn more about managed account services by downloading the Description of Managed Account Services (pdf).
Sales Support Inquiries: 1-800-368-1683
Administrative Inquiries: 1-800-368-0627
Mailing Address:
Wells Fargo Funds Management
Attn: Managed Account Services
P.O. Box 1450
Milwaukee, WI 53201
E-mail: mas@wellsfargo.com
Choose one of the discretionary money management strategies below for a detailed product overview, holdings information, or product commentary. You must have Adobe Acrobat Reader installed to view and print the materials.*
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Bray
CoreBuilderSM Government Securities**
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Cooke & Bieler
Large Cap Value Equity
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Fitterer/Miller
CoreBuilderSM Municipal Income**
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Fundamental Growth Equity Team
Fundamental All Cap Growth Equity
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Fundamental Growth Equity Team
Fundamental Large Cap Select Growth Equity
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Fundamental Growth Equity Team
Fundamental Mid Cap Select Growth Equity
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Fundamental Growth Equity Team
Fundamental SMID Cap Growth Equity
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Growth Equity Team
All Cap Growth Equity
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Growth Equity Team
Large Cap Growth Equity
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Growth Equity Team
Small-Medium (SMED) Cap Growth Equity
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Matrix
Matrix Equity
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Rinaldi
SMID Cap Value Equity
*Not all strategies are available in all broker/dealer systems.
**Hybrid strategy that includes individual securities and a proprietary mutual fund position.