Wells Asset Management
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                                    Your Goal, Our Mission

Your Goal:  Whether you are investing for education, career opportunities, retirement possibilities, future generations, philanthropy and/or any combination of these, your goal is to minimize your risk and maximize your return.  You also want an investment adviser whose basic strategy is understandable and passes the most rigorous statistical test – the test of common sense. 

 

Our Mission:  Our mission is to accomplish your goals with prudence and reproducibility. The key to successful investing is to consistently put the probabilities in your favor by:

n understanding that productivity drives the market, and

n avoiding the two biggest traps – the High-Fee Trap and the Fear Trap.

 

Our strategy enables you to make a winner’s game an even bigger winner’s game.   Please see our Investment Strategy section.   

 

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