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Our investment approach

Minimizing risk and maximizing opportunity.

Investment Approach

At Ives Park, we’ve spent years studying investing – not studying the art of the sale or how to get more clients.

As a result, we believe that we have a different investment approach:

Blended Risk and Opportunity

We focus on blending risk and opportunity in portfolios. In order to accomplish this, we have to completely understand each investment in the portfolio.

Our time is spent focusing on minimizing risk and maximizing opportunity.

In fact, you may be surprised by what we think the riskiest part of your portfolio is.

Logical Personal Portfolios

We believe that often current portfolio construction can be flawed because it’s focused on owning a piece of everything vs. “Is this a good investment?” Traditional portfolio diversification strategies are not followed at Ives Park.

We build specific portfolios for each client. We invest in brands, products, services, infrastructure, that are crucial to modern society.

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

This information is intended for use only by residents of (CA, CT, GA, MD, NC, NY, PA, SC, TN, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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