Managed Accounts

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).

Wells Fargo Managed Account Services has a dedicated group of investment professionals to help service and grow your managed account business.

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

CoreBuilder^SM Government Securities**
Cooke & Bieler
Large Cap Value Equity
Fitterer/Miller

CoreBuilder^SM 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.

MetWest Capital Large Cap Intrinsic Value Equity
MetWest Capital Small Cap Intrinsic Value Equity

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.

This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds^®, an EdVest^SM program description(PDF), and a tomorrow's scholar^® program description(PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured • No Bank Guarantee • May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plan administered by the Wisconsin Office of the State Treasurer. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds, EdVest, tomorrow's scholar plans, and Wells Fargo Managed Account Services. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plan are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.