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.

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.

• Nelson Capital
  
  Social Sustainability
• Cooke & Bieler
  
  Large Cap Value Equity
• Fitterer/Miller
  
  CoreBuilder^® Municipal Income**
• Freeman
  
  Diversified Small Cap Growth Equity
• 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
• Heritage Growth Equity Team
  
  Large Cap Growth II Equity
• Ognar/Patel/Tringas
  
  U.S. Equity All Cap
• Patel
  
  Large Cap Dividend Growth Equity
• Rinaldi
  
  Small Cap Value Equity
• Rinaldi
  
  SMID Cap Value Equity

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, 65% 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.

Wells Fargo Asset Management is a trade name utilized by the asset management businesses of Wells Fargo & Company. Certain investments are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, a subsidiary of Wells Fargo & Company.