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
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. Learn more about the Golden Capital Management and Metropolitan West Capital Management strategies.
-
Bray
CoreBuilderSM Government Securities**
-
Cooke & Bieler
Large Cap Value Equity
-
Fitterer/Miller
CoreBuilderSM Municipal Income**
-
Freeman
Small Cap Growth
-
Fundamental Growth Equity Team
Fundamental All Cap Growth Equity
-
Fundamental Growth Equity Team
Fundamental Large Cap Select Growth Equity
-
Fundamental Growth Equity Team
Fundamental Mid Cap Growth Equity
-
Fundamental Growth Equity Team
Fundamental SMID Cap Growth Equity
-
Growth Equity Team
All Cap Growth Equity
-
Growth Equity Team
Large Cap Growth Equity
-
Growth Equity Team
Small-Medium (SMED) Cap Growth Equity
-
Reid
Strategic Growth
-
McCormick
Large Cap Dividend Growth
-
Rinaldi
SMID Cap Value Equity
-
Rinaldi
Small Cap Value
-
Van Poppel
National Tax-Exempt Fixed Income
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.
-
Golden Large Cap Core Equity
-
Golden Small Cap Core Equity
-
Golden SMID Cap Core Equity
Wells Fargo & Company owns, indirectly, 45% of the
membership interests of Golden Capital Management, LLC.
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.

Headquartered
in Newport Beach, California, MetWest Capital employs an intrinsic
value approach to investing within a structure that encourages an
entrepreneurial and stable culture.
The firm relies on disciplined fundamental research and valuation
techniques to analyze and evaluate investment opportunities across
diverse sectors, industries, and countries.
Metropolitan West Capital Management, LLC, is a wholly
owned subsidiary of Wells Fargo & Company, which
acquired a majority interest in the company in 2009.
Its boutique culture remains a hallmark of a distinctive
approach to investing.
For more information on MetWest Capital, 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.