About Us

If we sound a little fed up with the “establishment”…you’re right. And if you are too, we should talk.

You don’t have to be wealthy to invest with us. We have many clients who are enjoying comfortable lives, and we’re proud to have helped them achieve their goals. You really just have to want to sleep comfortably at night knowing your investments are being well cared for and that you’re on the right path.

At Wells, we manage your account on a discretionary basis, which simply means that we don’t have to bother you every time we feel a change in investments is warranted. That’s one of the benefits of working directly with a Portfolio Manager. Our exclusive family of income funds is available only to you. At the outset of our relationship, we’ll develop an Investment Policy Statement (IPS) with you that clearly outlines what we are trying to achieve for you and how we are going to achieve it. This IPS governs every aspect of our decision-making and is a living document that changes as your life situation changes. We manage your money, like we manage our own. In fact, much of our personal and family wealth is managed within the Wells funds, so our interests are very much aligned with yours. We want to sleep comfortably at night, too.

If, like many of our clients, you’re tired of and confused by, what is often seen as a “cookie-cutter,” high fee, unnecessarily complicated approach to asset management taken by traditional financial institutions, then you might prefer exploring a more straightforward, understandable process and solution to meet your financial objectives.

As Wells CEO and Chief Investment Officer, Dale Wells, is often heard saying, “Managing money isn’t simple…but it doesn’t have to be complicated.”

Would you like to unBANK Your Financial Future™?

Our Philosophy

In a nutshell … trust us with a little, or trust us with a lot. We earn an all-in 2% management fee, and based on your needs, we’ll invest your money where it will be best suited within our family of funds. We keep it simple with straightforward talk and reporting. Try us out … if you like us, we’re delighted to have you with us … we have many long-term clients. If you decide you don’t, and, while it doesn’t happen very often, we’ll settle your account with a smile and no hard feelings, and wish you nothing but the very best. We’ve built a good life for ourselves, and our goal is to help as many others as we can build a good one, too.