Our Firm

MWT Investment Group provides:


• Comprehensive Portfolio Management and Investment Consulting for Individuals, Corporations, Retirement Plans, and Trusts
• Wealth Management Services: Investment, Retirement and Estate Planning, and access to Trust Services1
• Corporate & Employer-Sponsored Services: Profit-Sharing, Money-Purchase Pension, and 401(k) Plan Design, Investment Consultation, and Management Services
• Access to Lending Services through Wells Fargo & Company2

 

Through a solutions-oriented team approach, the MWT Investment Group is committed to providing well-researched investment advice and outstanding client service.


INVESTMENT PHILOSOPHY AND PROCESS

The MWT Investment Group specializes in portfolio-management consulting services for successful individuals and businesses. Using asset-allocation models that combine cash, fixed-income, equity, and alternative investments3, the group strives to maximize investment return potential while maintaining an acceptable level of risk and taxes.4


Upon initial consultation, a comprehensive three-step process is used to design and implement an investment plan that includes:


• A detailed analysis of the investment objectives and risk tolerance.
• Specific investment recommendations for your approval.
• Ongoing account performance monitoring, with recommendations for changes as needed.


The most appropriate portfolio-management program is determined by the individual needs and objectives of the client.

 


WELLS FARGO ADVISORS

 

Wells Fargo Advisors is one of the nation's largest investment firms. We bring to our individual, corporate and institutional clients a distinguished heritage in full-service brokerage and asset management, as well as access to lending, trust and investment banking expertise through our affiliates.

Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of the nation's largest and strongest financial institutions. In business since 1852 and named on Fortune magazine's 2009 list of the "World's Most Admired Companies," Wells Fargo & Company is known and respected for its responsible stewardship of its clients' assets.


1 Trust services are offered through affiliates of Wells Fargo & Company.
2 Lending and other banking services are offered through affiliates of Wells Fargo & Company.
3 Special suitability requirements may apply. Asset allocation/investment timing cannot eliminate the risk of fluctuating prices and uncertain returns. Fee-based programs may not be appropriate for all investors. Minimum requirements may apply.
4 MWT Investment Group and Wells Fargo Advisors Financial Network do not provide tax advice.