Advisory Services & Programs
Providing a Wide Array of Advisory Programs & Services
Managing a complex investment portfolio can be challenging, and the sophisticated investing strategies that are often necessary for large portfolios demand expertise, time and knowledge of how changes in the markets and economy affect each of your investments.We offer a variety of advisory services and programs that can let you take advantage of the expertise of professional money managers and free you from the time-consuming, day-to-day monitoring and decision-making your portfolio requires.
Different Levels of Advisory Services & Programs to Match Your Unique Needs
The level of involvement you want to have in your investments helps determine which advisory programs and services are best suited for your needs. The types of advisory services we offer include:
- Mutual fund advisory programs
- Separately managed accounts
- Client-directed investment advisory programs
- Financial Advisor-directed advisory programs
Contact a Wachovia Securities Financial Advisor for more information about these types of advisory services as well as specific information about the advisory programs we offer.