Our Philosophy

_{"WE BELIEVE…
 Consistent, Disciplined Management,}

 _{Utilizing Separate Accounts,}

 _{Diversifying Risk over Issue, Industry, Sector and Style}

 _{Builds Wealth and Preserves Capital.”}

 

<sub>Collectively, the professionals of the Moran Asset Management Group have over 100 years of experience in helping clients meet their investment goals with sound financial solutions. As part of our private client services, we provide comprehensive investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.

By utilizing a comprehensive team approach, the Moran Asset Management Group of Wachovia Securities provides investment management services to a select group of clients. We focus on serving successful individuals and their families. We also provide specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.</sub>

 

A COMPREHENSIVE FEE INSTEAD OF COMMISSIONS

_{The Moran Asset Management Group takes a very disciplined and personal approach to managing your money. We use our knowledge and expertise in this discretionary relationship to try and achieve the long-term goals you’ve set for your portfolio. As PIM Portfolio Managers, The Moran Asset Management Group is among a select few Wachovia Securities Financial advisors who are qualified to manage client portfolios on a discretionary or non-discretionary basis.} 

_{* Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. A minimum annual fee may apply for this program. Please carefully review the Wachovia Securities advisory disclosure document for a description of our services and information on all fees and expenses. The minimum account size for this program is $50,000.}