Allocation Advisors
Allocation Advisors allows investors to receive the diversification and potential cost benefits of index funds through professionally managed ETFs.
- Strategic, cyclical and global allocations, as determined by the client’s assets, objectives and risk tolerance
- Minimum account size starting at $25,000
Advisory programs are not designed for excessively traded or inactive accounts. The managers, strategies and programs discussed may not be suitable for all investors. You should take into account the investor’s investment objectives, risk tolerance and financial circumstances before making any specific recommendations to them. Investors should also review the Wells Fargo Advisors advisory disclosure document and/or the Investment Advisor’s Form ADV, Part II before investing. Mutual funds are sold by prospectus. Please refer to the fund’s prospectus for more detailed information, including investment objectives and risks.
First Clearing, LLC and Wells Fargo Advisors, LLC are separate registered broker dealers and non-bank affiliates of Wells Fargo & Company
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
The prices of small and mid cap company stocks are generally more volatile than large company stocks. They often involve higher risks because smaller companies may lack the management expertise, financial resources, product diversification and competitive strengths to endure adverse economic conditions.
Investing in foreign securities presents certain risks not associated with domestic investments, such as currency fluctuation, political and economic instability, and different accounting standards. This may result in greater share price volatility.