Alternative investments now available in unified managed accounts at Wells Fargo

Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program. This move demonstrates WIM’s market leadership as one of the first large wire houses to make this option available at scale and provides both advisors and clients with greater choice and convenience by allowing more investment types in a single account.

Amidst ever-increasing demand for alternative investments, this capability — a single account with the broadest array of investments to fulfill clients’ asset allocations — simplifies the advisor and client experience.

“We are committed to providing new technologies that deliver personalized, scalable, and data-driven client experiences,” said Greg Maddox, WIM Investment Solutions product management executive. “We are proud to offer industry-leading investment capabilities and find new and innovative ways to make the company an easier place for advisors and clients to do business.”

“We are thrilled to partner with Wells Fargo to further elevate their investment capabilities with cutting-edge technology, tools, and resources,” said Jeff Yabuki, chairman and CEO of InvestCloud, a wealth technology company. “InvestCloud is delivering innovations which enable an exceptional and personalized wealth management experience to enhance the client-advisor relationship.”

Alternative investments go beyond traditional investments (stocks, bonds, and cash) to provide for qualified clients hedging and arbitrage techniques, derivatives, long and short positions, and investments in private offerings and global markets. These can include alternative mutual funds (liquid alternatives), private funds (hedge funds, managed futures, private equity, and private debt); and certain real assets, such as private real estate. Please review Wells Fargo Investment Institute’s Alternative Thinking report to learn more.

“History shows that diversifying investments or asset classes generally has been an effective strategy to help manage a portfolio’s risk and return profile,” said Darrell Cronk, chief investment officer for WIM. “Investors are looking for ways to build more resilient portfolios, and we are dedicated to developing new strategies and tools to help them reach these goals.”

Now, both traditional and alternative investments can be held within WIM’s Personalized UMA structure where suitable for qualifying clients. This allows its clients and advisors to collaborate more closely and ensure their portfolios are truly tailored to their specific needs.

Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Risk Disclosure
All investing involves risk including the possible loss of principal. Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicles. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This report is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold, or sell securities. Do not use this report as the primary basis for investment decisions. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs, and investment time horizon.

About Wells Fargo Wealth & Investment Management
Wells Fargo Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company.

About Wells Fargo Investment Institute
Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Additional information may be found at www.wellsfargo.com
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