The Utter Wealth Management Group utilizes customized portfolio management strategies, tax-efficiency and provides access to the extensive resources at Wells Fargo Advisors to build and manage diversified investment portfolios.

 

Private Investment Management (PIM)

Gail Utter is a PIM Portfolio Manager. She and her team employ the PIM program which is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Gail has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.

 

Diversification

Because asset allocation is a main driver of a portfolio’s return, the team aims to balance risk and reward by aligning the portfolio to meet investment goals, risk tolerance and investment time horizon.   

 

Due Diligence

The approach to investment selection is to identify and use lower-cost investments such as Exchange Traded Funds (ETFs), index funds and separately managed accounts to help reduce investment expenses and meet financial goals. The team seeks long-term, consistent results, are analytical and conduct in-depth research to select the most suitable investments to help meet each client’s needs.

 

Tax-Efficient Strategies

The long-term impact of taxes on investment returns can take a bite out of savings. Tax-efficient strategies help clients continue to grow savings for retirement while managing the impact of taxes.