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Our team has developed an investment planning process that goes beyond the constraints of a pre-canned portfolio. Because each investor is unique, we take the time to get to know your values, priorities, concerns, challenges, milestones, and more. This way, throughout the process, we’re able to remain focused on the most important financial future in the world: Yours.

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The Private Investment Management (PIM) program is a customized portfolio program aimed at achieving your specific investment goals. If you’re seeking long-term portfolio management with a mix of investments that are personalized to your goals, the PIM program may be perfect for you.

Ask your team member at O’Dell Wealth Management Group about the PIM program if:

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You’re looking to free up your time from being your own asset manager.png
You have a specific risk profile and need added support for your portfolio management.png
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*The PIM program may not be 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.