Overview

Wells Fargo Asset Management (WFAM) brings together a strategic balance of investment capabilities to serve the investment needs of our clients worldwide: institutions, financial advisors, and individuals. Wells Capital Management is a registered investment advisor and a dedicated institutional asset manager within the WFAM umbrella. Our mission is to deliver superior investment service to our institutional clients globally.

We are committed to three principles:

Long-term relationships with clients are achieved by anticipating client needs and exceeding client expectations. We:

  • Listen, inform, and analyze
  • Customize solutions as appropriate
  • Are consultative to meet clients' evolving needs
Each of our autonomous investment teams have a time-tested investment process and philosophy with a proven track record. They:

  • Preserve agility and focus
  • Consistently produce sustainable alpha
  • Exercise independent thought
We believe our skillful, autonomous investment teams are successful with the support of independent risk management, which:

  • Provides a consistent, unbiased framework for evaluating risk in each strategy
  • Facilitates a detailed understanding of portfolio risk
  • Impels portfolio managers to deliver the consistent risk-adjusted alpha our clients expect

 

We achieve excellence through:

Entrepreneurial culture and innovation: We encourage a culture of empowerment that attracts and motivates successful investment professionals. Our autonomous model promotes best-in-class investment management teams and preserves independent thinking.

Talented investment teams: We have focused and autonomous investment teams with incisive decision-making and strong risk controls that produce consistent and sustainable alpha.

Client-centric focus: Experienced investment and client relations professionals focus on a client-centric approach of delivering superior investment service.

Integrity: Long-term relationships are founded upon trust. WellsCap has a strong reputation for doing business with integrity. We are proud of our reputation and we are committed to maintaining it.

Rich history: Our highly respected parent company has a long legacy and global capabilities.

 

We have worldwide offices to support our clients:


Global Offices Map
WellsCap offices
Boston, MA
Charlotte, NC
Menomonee Falls, WI
San Francisco & Los Angeles, CA
Hong Kong
London
Nassau
Singapore

Additional investment team locations
Newport Beach & Walnut Creek, CA
Chicago, IL
Indianapolis, IN
Minneapolis, MN
New York, NY
Lake Oswego, OR
Richmond, VA
 

We have a diverse client and asset base in excess of $356 billion:


Breakdown by sector AUM($B)
U.S. equity 48
Non-U.S. equity 18
U.S. fixed income1 85
Non-U.S. fixed income1 10
Short duration2 70
Money market 118
Multi-Asset solutions 7
Total 356
Breakdown by account type AUM ($B) Assets (%)
Separate accounts 137 38
Sub-advised external funds 18 5
Sub-advised Wells Fargo affiliated funds 201 57
Total 356 100

As of September 30, 2016 - Diversified client and asset base in excess of $356B.

1. Includes accounts with durations over 1-5 year benchmarks.
2. Includes accounts with durations up to 1-5 year benchmarks, excluding Money Market Funds.

For more information on Wells Capital Management, please view our Firm Overview.


Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.; First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Management, LLC; The Rock Creek Group, LP; Wells Capital Management, Inc.; Wells Fargo Asset Management Luxembourg S.A.; Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC.

© 2006 - 2017 Wells Capital Management. All rights reserved.

Wells Capital Management® is a registered service mark of Wells Fargo & Company.