Our Investment Philosophy is About Net Economic Results

START WITH TRADITIONAL FUNDAMENTALS
 
APPLY MODERN BEST PRACTICES
 
ENSURE COMPREHENSIVE TAX EFFICIENCY
 

We work closely with the Wells Fargo Investment Institute in our asset allocation process.

We then apply rigorous due diligence on investment strategies with an emphasis not merely on recent returns, but future repeatability of success.

We utilize best in class actively managed strategies in areas where we believe they can most deliver added value to our clients.

Our clients are typically subject to the highest tax brackets, and mostly in higher tax states. The Grinnell Souza Group dedicates itself to tax efficiency year round, with a multi-dimensional approach.

This includes an understanding of your full income picture, balance sheet, and philanthropic goals. We also communicate proactively with your tax advisor, consistent with the GSG team approach for clients.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors is not a tax or legal advisor.