Your Wealth.
Professionally Personalized.
Exceptionally Advised.

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Given your affluence, you can choose from thousands of financial advisors, each eager to have you as a client.

But only a very select few have undertaken the professional discipline required to become certified as a Private Investment Management (PIM) Portfolio Manager. And only a fraction are considered Private Wealth Financial Advisors.

We consider ourselves to be exceptional because our team consists of those who can say they are one, both, or working towards earning these distinctive designations.

lineBecoming PIM
Certified Requires:

  • At least two years of experience as a portfolio manager
  • Five years of financial services experience
  • Completing an ethics exam
  • A 40-hour portfolio management training course
  • Successfully passing stringent securities exams


The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

lineWhy This
Benefits You:

  • Active rebalancing and other optimizations to pursue growth while adhering to your established risk tolerance
  • One-on-one attention from a professional with your goals firmly at the forefront
  • You’re free to focus elsewhere as we conduct detailed analysis of economic conditions as they pertain to your objectives
  • Diversified allocations spanning equity strategies, fixed-income alternatives, hard asset exposure and cash alternatives within a single account to orchestrate a concerted portfolio while reducing underlying expenses
  • Hands-on stewardship that works towards minimizing your tax liability to enhance your total gains
How We Deliver Specialized Services
Utter, Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors

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 (AL, AR, CA, CO, FL, GA, IN, KS, LA, MA, MI, MO, ND, NE, NM, OK, OR, PA, SD, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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