Portfolio Development

Portfolio Development & Investment Strategies

PORTFOLIO DEVELOPMENT

Bob Edwards’ investment process takes into account the math of business valuation, knowledge of history, and understanding the human behavior of markets, and his record lends credence to his philosophy. Proprietary software, unique quantitative strategy strategies, and in-depth performance tracking are at the heart of the method. When markets are volatile, it’s our job to reduce the stress and emotion you may feel and to help you make tough decisions that will promote continued success. We have repeatedly helped our clients’ weather challenging market environments, successfully keeping them on target for their objectives.

We use more than 50 variables from 200 different research firms to develop investment strategies for exclusive use by our clients. Strategies are developed via a proprietary process that leverages our experience in diverse markets. We have a healthy respect for the risks and rewards in turbulent market conditions, and we use a disciplined approach to pursue your objectives.

INVESTMENT STRATEGIES

We offer a menu of 19 distinct Edwards money management selections, including 16 disciplined quantitative strategies, and three active, manager-based models. These Investment Strategies (described below) encompass macro, international, equities, fixed income, and market analysis.

With a focus on outstanding, responsive client service, we’re proud of our experienced and dedicated professional team. We are additionally supported with custody, accounting, and statements provided through Wells Fargo Advisors Financial Network, one of the country’s most recognized financial services companies. Our Group is capable of crafting and implementing a highly customized, investment management solution for your family’s unique needs and priorities, monitoring performance, and making tailored alterations as the world changes. And there you have it - the power of Edwards Asset Management.

DOMESTIC EQUITY LARGE CAPITALIZATION

Edwards Conservative Growth Strategy: The Edwards Conservative Growth Strategy is focused on high quality, industry-leading companies that have shown a commitment to returning cash to shareholders through dividends and buybacks. The strategy is composed primarily of companies that have a market capitalization greater than $10 billion, a healthy balance sheet, strong profitability, and a track record of paying and raising their dividend. The Edwards Conservative Growth Strategy may be considered for clients seeking a total return from long-term capital appreciation and dividend income.

Edwards Conservative Blend Strategy: The Edwards Conservative Blend Strategy combines the highest conviction positions from the Edwards Conservative Growth Strategy and the Edwards Core Value Strategy. The combined strategy is composed primarily of industry-leading companies that have a market capitalization greater than $10 billion, a healthy balance sheet, and a track record of paying their dividend. The Edwards Conservative Blend Strategy may be considered for clients seeking a total return from long-term capital appreciation and dividend income.

Edwards Core Value Strategy: The Edwards Core Value Strategy is focused on mature, industry-leading companies that provide higher dividend income and lower volatility than the broad equity market indices throughout the economic cycle. The strategy is composed primarily of companies that have a market capitalization greater than $10 billion, a healthy balance sheet, and have displayed defensive attributes in their profitability and dividend policies. The Edwards Core Value Strategy may be considered for clients seeking a total return from a higher dividend income and long-term capital appreciation while attempting to reduce volatility during periods of economic recession.

Edwards Defensive Total Return Strategy: The Edwards Defensive Total Return Strategy is focused on maximizing risk-adjusted returns by investing in deep-value opportunities. The strategy is composed primarily of domestic and international companies that are priced at low valuations relative to their intrinsic value and historical valuations. These contrarian opportunities, which the manager believes to be temporary, often as a result of broad market declines, industry-specific concerns, or single-company challenges. The Edwards Defensive Total Return Strategy may be considered for clients seeking long-term capital appreciation and higher dividend income than the broad equity indices.

DOMESTIC EQUITY MID CAPITALIZATION

Edwards New Century Growth Strategy: The Edwards New Century Growth Strategy is focused on companies with strong and accelerating sales and earnings growth. The strategy is composed of companies that have a market capitalization greater than $2 billion and is concentrated among the sectors of the economy that have long-term secular growth characteristics. The Edwards New Century Growth Strategy may be considered for clients seeking aggressive long-term capital appreciation.

Edwards Moderate Growth Strategy: The Edwards Moderate Growth Strategy is focused on companies within the Russell 3000 Growth Index that have displayed strong growth characteristics. The strategy is composed primarily of companies that have a market capitalization greater than $2 billion with above-market earnings growth and which are expected to continue accelerating. The Edwards Moderate Growth Strategy may be considered for clients seeking aggressive long-term capital appreciation.

Edwards Moderate Blend Strategy: The Edwards Moderate Blend Strategy combines the highest conviction positions from the Edwards Moderate Growth Strategy and the Edwards Moderate Value Strategy. The combined strategy is composed primarily of companies within the Russell 3000 Growth Index and/or the Russell 3000 Value Index, have a market capitalization above $2 billion, and have displayed growth characteristics that are above-market or reasonably priced. The Edwards Moderate Blend Strategy may be considered for clients seeking long-term capital appreciation while maintaining a balance between value and growth investing.

Edwards Moderate Value Strategy: The Edwards Moderate Value Strategy is focused on companies within the Russell 3000 Value Index that have displayed both growth and value characteristics. The strategy is composed primarily of companies that have a market capitalization greater than $2 billion, above-market earnings growth, and are currently trading at reasonable valuations ('GARP'). The Edwards Moderate Value Strategy may be considered for clients seeking long-term capital appreciation while maintaining a balance between value and growth investing.

DOMESTIC EQUITY ALL CAPITALIZATION

Edwards Momentum Strategy: The Edwards Momentum Strategy is focused on companies that have shown an acceleration of grown in their underlying fundamentals, share price, and trading volume. The strategy is composed primarily of companies that have a market capitalization greater than $2 billion and may have higher concentrations in the strategy manager's highest conviction investment ideas. The Edwards Momentum Strategy may be considered for clients seeking aggressive long-term capital appreciation while accepting higher strategy turnover.

Edwards Strategic Equity Blend Strategy: The Edwards Strategic Equity Blend Strategy is focused on maximizing risk-adjusted returns by combining three distinct investment disciplines: growth, value, and momentum. The strategy is generally diversified across geographic regions, sectors, and industries but may have higher concentrations in the strategy manager's highest conviction investment ideas. The Edwards Strategic Equity Blend Strategy may be considered for clients primarily seeking long-term capital appreciation with principal protection as a secondary objective.

DOMESTIC EQUITY SMALL CAPITALIZATION

Edwards Small Cap Growth Strategy: The Edwards Small Cap Growth Strategy is focused on companies within the Russell 2000 Growth Index that have displayed strong growth characteristics. The strategy is composed primarily of companies that have a market capitalization below $2 billion with above-market earnings growth and which are expected to continue accelerating. The Edwards Small Cap Growth Strategy may be considered for clients seeking aggressive long-term capital appreciation while accepting higher volatility from small-cap equities.

Edwards Small Cap Blend Strategy: The Edwards Small Cap Blend Strategy combines the highest conviction positions from the Edwards Small Cap Growth Strategy and the Edwards Small Cap Value Strategy. The combined strategy is composed primarily of companies within the Russell 2000 Growth Index and/or the Russell 2000 Value Index that have a market capitalization below $2 billion. The Edwards Small Cap Blend Strategy may be considered for clients seeking long-term capital appreciation while maintaining a balance between value and growth investing and accepting higher volatility from small-cap equities.

Edwards Small Cap Value Strategy: The Edwards Small Cap Value Strategy is focused on companies within the Russell 2000 Value Index that have displayed both growth and value characteristics. The strategy is composed primarily of companies that have a market capitalization below $2 billion, stable balance sheets, and are priced at low valuations relative to their intrinsic value and historical valuations. The Edwards Small Cap Value Strategy may be considered for clients seeking long-term capital appreciation while accepting higher volatility from small-cap equities.

INTERNATIONAL/GLOBAL EQUITY

Edwards Global Dividend Strategy: The Edwards Global Dividend Strategy is focused on providing a stable stream of dividends and long-term capital appreciation from equity exposure across geographic regions, sectors, and industries. The strategy's equity investments are primarily made in large, multi-national companies and country-specific exchange traded funds (ETFs) may be used to gain exposure in markets that are less accessible.

Edwards Global Equity Strategy: The Edwards Global Equity Strategy is focused on providing long-term capital appreciation from equity exposure across geographic regions, sectors, and industries. The strategy's equity investments are primarily made in large, multi-national companies and country-specific exchange traded funds (ETFs) may be used to gain exposure in markets that are less accessible.

Edwards International Strategy: The Edwards International Strategy is focused on non-U.S. equity exposure and maximizing risk-adjusted returns by combining three distinct investment disciplines: growth, value, and momentum. The strategy is composed primarily of individual foreign equities and single-country exchange traded funds (ETFs) to diversify geographical and political risks and may have higher concentrations in the strategy manager's highest conviction investment ideas. The Edwards International Strategy may be considered for clients seeking a total return from long-term capital appreciation and dividend income along with additional geographical diversification.

BALANCED

Edwards Balanced Strategy: The Edwards Balanced Strategy is focused on providing greater diversification and reduced volatility by combining equity and fixed income investments into one strategy. The strategy's equity investments are selected from the highest conviction positions within the Edwards Moderate Select Strategy, the Edwards Conservative Select Strategy, the Edwards International Strategy, and the Edwards Strategic Equity Blend Strategy while the strategy's fixed income investments are made in a wide range of maturities in the government, agency, and corporate sectors using exchange-traded funds (ETFs). The Edwards Balanced Strategy may be considered for clients seeking long-term capital appreciation from equities combined with current income and lower volatility from fixed-income securities.

Edwards Global Balanced Strategy: The Edwards Global Balanced Strategy is focused on providing current income and long-term capital appreciation from a balanced exposure across geographic regions, sectors, and industries. The strategy's equity investments are primarily made in large, multi-national companies and country-specific exchange traded funds (ETFs) and may be used to gain exposure in markets that are less accessible. The strategy's fixed income investments are made in a wide range of maturities in the government, agency, and corporate sectors using exchange-traded funds (ETFs).

FIXED INCOME

Edwards Taxable Fixed Income Strategy: The Edwards Taxable Fixed Income Strategy is focused on multi-sector fixed income investments that maximize total return while preserving principal. The strategy's fixed income investments are made across a wide range of maturities in the government, agency, and corporate sectors using exchange-traded funds (ETFs). The Edwards Taxable Fixed Income Strategy may be considered for clients seeking stable and consistent income with long-term principal protection.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.

Dividends are not guaranteed and are subject to change or elimination.

All investing involves risk including the possible loss of principal. There is no assurance any investment strategy will be successful. An investment in a mutual fund or exchange-traded fund will fluctuate and shares, when sold, may be worth more or less than their original cost. Exchange-Traded funds are subject to risks similar to those of stocks and may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.

Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond’s price. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.

Investing in foreign securities presents certain risks not associated with domestic investments, such as currency fluctuation, political and economic instability, and different accounting standards. This may result in greater share price volatility. These risks are heightened in emerging markets.

Strategies that are concentrated in a limited number of securities or sectors may be subject to a higher degree of market risk than investments that are more diversified.

The prices of small- and mid-cap company stocks are generally more volatile than large company stocks. They often involve higher risks because these companies may lack the management expertise, financial resources, product diversification and competitive strengths to endure adverse economic conditions.

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