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The BRW Group

Contact Info

280 Park Ave., FL 29W
New York, NY 10017

Map and Directions

Phone: 800.627.4554 / 212.338.4276

Fax: 212.557.0978

[email protected] [email protected] [email protected]

Private Investment ManagementProfessionally managed portfolios with personal service

Is this program right for you?

The PIM program is designed for investors who:

  • Want a customized investment program based on an active approach to asset allocation
  • Prefer a portfolio manager who can make investment decisions on thier behalf
  • Are seeking long-term portfolio management through diversification while keeping underlying investment costs to a minimum
  • Seek the flexibility in building and maintaining a portfolio using a diverse selection of investments
  • Value a high level of professional services and personal attention once available only to high-net-worth-clients
You can count on us

The Private Investment Management program offers customized investment program offers customized investment protfolios that can include cash, stocks, bonds, mutual funds, closed-end funds, option strategies and exchange-traded, funds in a single account for an all-inclusive quarterly fee. To learn more about the PIM program, call today.

The PIM program is a customized portfolio management program geared toward your specific investment goals. An advisor of The BRW Group, who has met stringent criteria based on experience and expertise, acts as your personal portfolio manager.

Professional, personalized Portfolio Management

As a "discretionary" account, your investment account through the PIM program is structured to let your Portfolio Manager make investment decisions on your behalf based on your risk tolerance and financial objectives. When selecting the securities for your portfolio, your portfolio manager conducts a detailed analysis of companies, industries and overall economic conditions. In managing the account, your Portfolio Manager constructs a suitable asset allocation strategy based on his or her personal investment style. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.

Your portfolio manager is backed by an array of research analysts who have the skills and tools to help you meet your financial goals. When constructing your portfolio, your Portfolio Manager draws upon Wells Fargo Advisors' internal research capabilities as well as those of external equity research firms whose services Wells Fargo Advisors subscribes to.

Benefits of a managed portfolio

By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments. After allocating your investments, your Portfolio Manager continually manages your portfolio, monitors the markets and manages performance. As part of this process, your Portfolio Manager ensures that your portfolio remains invested in financial instruments most suited to your current needs and objectives.

PIM Program Summary

  • Ability to hold a wide range of asset types within one portfolio, eliminating the need for multiple accounts
  • Top-quality portfolio management expertise and personal services for individuals and institutions who demand a high level of experience and personal service
  • Access to one of the team members of The BRW Group, who is one of the select group of qualified and experienced financial advisors who have met the criteria to act as a Senior PIM Portfolio Manager
  • One fee based on the size of your account rather than traditional trade-based commission charges

Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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