Our Strategies

Primary Purpose

Quantico Asset Management provides custom asset management solutions for our clients. To accomplish this we implement a goals based investment strategy with proper asset allocation according to your personal investment characteristics. To help define and enumerate the goals specific to each client, we implement a tool that is unique to Wells Fargo Advisors, the Envision® Process. Once we have established goals in place for each client/family, we allocate their assets in order to better position them in an attempt to meet those goals. We utilize outside managers for asset classes outside of our core competencies to ensure adequate attention and expertise is applied to each investment allocation.


Core Competencies

For the US Large and Mid Cap Equity Space, we manage custom in house portfolios. To create these fully discretionary equity portfolios, based on our internal investment philosophy and process, we utilize the Private Investment Management (PIM) program at Wells Fargo Advisors. These actively managed PIM portfolios have the following general characteristics.

Large Cap Strategy

  • A range of Globally Branded Companies
  • Market Capitalization typically $8B+ (at least 75% of portfolio, subject to short term fluctuations)
  • Strong Balance Sheets and Competent Management

 

Mid Cap Strategy 

  • A range of Companies with Burgeoning Brand Power
  • Market Capitalization typically $1-8B (at least 75% of portfolio, subject to short term fluctuations)
  • Strong Balance Sheets with Up and Coming Management
  • Potential to grow into a company worthy of a spot in the Large Cap Strategy

Disclosure: 

The PIM Program is not designed for excessively traded or inactive accounts, and may not be suitable 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.