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
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.*

Bray

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

CoreBuilder^SM Municipal Income**
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 Select 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
Matrix
Matrix Equity
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.

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.