Investment Solutions

We’re proud to offer this compelling in-house brand of income-producing funds. Each fund is unique and may contribute to the mix of assets within your discretionary Wells portfolio.

Wells Plus 6ix Funds
wells-entertainment-fund

The Fund’s objective is to generate a high level of interest income, with minimal volatility, and low correlation to most traditional asset classes by investing in asset-backed debt obligations in three specific asset classes: Entertainment; Residential Mortgages; and Special Opportunities.

Wells funds are available through Wells managed accounts only. Please read the offering documents before investing. Wells funds are not guaranteed, their values change frequently and past performance may not be repeated.

wells-retirement-one-fund

We created this exclusive fund to generate a moderate level of interest income with minimal volatility and low correlation to most traditional asset classes by investing in asset-backed debt obligations that are, in whole or in part, directly or indirectly, associated with Rebel Media Holdings Inc. (Rebel Media), or such other projects, vehicles, and instruments as the fund manager may deem appropriate from time to time for the purpose of achieving the fund’s mandate to its investors.

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Wells funds are available through Wells managed accounts only. Please read the offering documents before investing. Wells funds are not guaranteed, their values change frequently and past performance may not be repeated.

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.