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Managed Accounts

Wells Fargo offers a program of professionally-managed portfolios geared to meet the investment needs of sophisticated investors and institutions. The comprehensive lineup of separately managed strategies takes advantage of the expertise of the same investment teams who manage some of the most popular Wells Fargo Funds. The managers apply the same time-tested philosophies, strategies, and processes to the managed accounts.

A dedicated group of investment professionals to help service and grow your managed account business.

Sales support inquiries:
Mailing address:
Wells Fargo Funds Management, LLC
Attn: Managed Account Services
P.O. Box 1450
Milwaukee, WI 53201

Choose one of the money management strategies below for a detailed product overview.

Golden Capital Management, LLC

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.

Wells Fargo & Company owns, indirectly, 65% of the membership interests of Golden Capital Management. 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.

*Not all strategies are available in all broker/dealer systems.

**Hybrid strategy that includes individual securities and a proprietary mutual fund position. Holdings for the mutual fund position are available here.

Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Affiliated Managers (Galliard Capital Management, Inc.; Golden Capital Management, LLC; Nelson Capital Management; Overland Advisors; Peregrine Capital Management; and The Rock Creek Group, LP); Wells Capital Management Inc. (ECM Asset Management Ltd.; First International Advisors, LLC; and Metropolitan West Capital Management, LLC); Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC. Certain investments are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA. Wells Fargo Funds Distributor, LLC, is a subsidiary of Wells Fargo & Company.