Collins Investment Group works with you to make the most of your money by providing individual solutions for your investment needs. Your financial advisor creates a tailored plan just for you, and has full freedom to make decisions that are in your best interest.
- Ongoing statements for your portfolio
- Tax documents
- Asset-allocation advice
- Order and confirmation processing
- Risk/reward analysis of current or potential holdings
- Portfolio adjustments based on life changes
- Research from affiliates and correspondents
- Comprehensive estate, retirement and college-planning programs
- In-depth knowledge of traditional and innovative investment products and programs
By selecting the Collins Investment Group, professionalism, courtesy and promptness are what you can expect and depend on, time and time again.
1The Collins Investment Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. The availability of tax or other benefits may be conditioned on meeting certain requirements.
- Roth IRAs
- SIMPLE IRAs
- 401(k) plans
- Defined-contribution and defined-benefit plans
We can provide you with the advice you need to design the plan most appropriate for your individual or corporate objectives. Once your plan is established, we will help you implement it in an attempt to reach its fullest potential.
The Collins Investment Group can offer individuals who seek to establish a trust an alternative to appointing themselves, friends or family members as trustees, and can therefore address trust needs with a high degree of impartiality. Additionally, if you choose to invest trust assets with us, you can benefit from reduced trust management and administration fees. We can assist you with a broad range of cost-effective trust strategies, including living, testamentary, life insurance and charitable trusts.1
1The Collins Group and Wells Fargo Advisors Financial Network do not provide legal or tax advice. However, we as Financial Advisors will be glad to work with your accountant, tax advisor and/or attorney to help you meet your financial goals. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
Private Investment Management2 — Mr. Collins is among the firm’s select Financial Advisors who manage client portfolios with discretionary authority through this program designed for successful individuals and pension-fund managers who demand a high-level of service. As a PIM client, you will meet with Mr. Collins to establish your investment objectives and guidelines for the management of your portfolio, and receive a quarterly analysis of your portfolio’s performance.
Masters3 — Many individuals and institutions that lack the time or resources to direct their investments are still seeking wealth-management expertise. Through the Masters program, the Collins Investment Group will help you select the professional best suited to your financial objectives from a group of the nation’s most exclusive investment managers. Equally important, as a Masters client, you will be supported by our team’s deliberate, objective, long-term approach to building and managing your wealth.
Asset Advisor4 — To succeed in today’s complex markets, you need objective advice that you can rely on. The Collins Investment Group offers Asset Advisor, a comprehensive investment advisory program. While you ultimately make the specific investment decisions, we can provide sound advice as well as profiling, asset allocation, investment selection and ongoing advice, as needed. Achieving financial security means growing your assets and protecting the wealth you have built. With Asset Advisor, you receive objective advice and guidance based on your investment goals and objectives.
1Fees for these fee-based programs include advisory services, performance measurement, transaction costs, custody services and trading. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure for a description of our services and information on all fees and expenses.
2The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
3The Masters program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $100,000.
4The Asset Advisor program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $25,000.
Yields and market value will fluctuate so that your investment, if sold prior to maturity, may be worth more or less than its original cost. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline of the value of your investment.
Securities-based lending has special risks and is not suitable for everyone. If the market value of your pledged securities declines below required levels, you may be required to pay down your line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of your pledged securities. The sale of your pledged securities may cause you to suffer adverse tax consequences. You should discuss the tax implications of pledging securities as collateral with your tax advisor. Wells Fargo Advisors and its affiliates are not a tax or legal advisor. All securities and brokerage accounts are subject to eligibility requirements. Please read all line of credit documentation carefully. The proceeds from an asset backed loan may not be used to purchase additional securities or pay down margin.