A Fundamental Choice Portfolio Manager* helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management.
In this advisory program, you have wider exposure to asset classes that can potentially offset the ups and downs of market volatility. As your financial advisor and a Senior Fundamental Choice Portfolio Manager, Jeff Swartzentruber is already familiar with your long-term goals, so helping you make personalized decisions about your portfolio is more seamless than relying on a different portfolio manager.
*The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.