CONNECT

Address:

6000 Fairview Road, Suite 800
Charlotte, NC 28210

Phone:

704.442.6306

Fax/Other:

704.554.1426

Investment Manager Selection

THE RIGHT INVESTMENT MANAGER FOR YOU

The Granzow Consulting Group of Wells Fargo Advisors utilizes a five-step process to select, monitor and assess investment managers.

Step 1: Initial Screening. After your asset allocation has been decided and our asset mix has been approved, we begin the process of selecting investment managers. We target institutional-class managers that have strong investment capabilities, consistent performance, style integrity, experienced management, favorable fee structures, and sound business practices.

Step 2: Evaluation. We perform rigorous quantitative analyses to evaluate each investment manager's past performance relative to peer groups and relevant benchmarks. We also conduct in-person and telephone interviews for further due diligence. A subset then moves to the next round for further analysis and approval.

Step 3: Analysis, Review & Selection. Selected managers will then be interviewed to evaluate their expertise, research capabilities, buy-sell discipline, and risk-management techniques. Additional qualitative analyses are conducted including a review of business practices and transparency of investment process. To make our recommended roster, we must have complete confidence that the manager makes a compelling partner for you.

Step 4: Monitoring. Once selected, ongoing monitoring is performed on each manager which includes performance benchmarking, attribution and tracking error analysis, consistency of investment style and a quarterly review.

Step 5: Assessment. Managers may be replaced due to deviation from expected investment process, loss of key personnel, a change in your objectives, style drift, or for substantial performance issues.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals