SOURCE: Moran Edwards Asset Management Group

Moran Edwards Asset Management Group

January 18, 2012 15:20 ET

Moran Edwards Asset Management Group Recognized by Lipper as a Top Performer in 30 Portfolios

NAPLES, FL--(Marketwire - Jan 18, 2012) - Lipper, a Thomson Reuters company, has recognized Moran Edwards Asset Management Group of Wells Fargo Advisors as a Best Money Manager on its Lipper MarketPlace Top Performers Best Money Managers list for its management of 30 portfolios with one, three, five and 10 years of continuous top performance for the period ended September 30, 2011.

Of the 30 portfolios that were recognized, 13 were in the top 5% and all but two portfolios were in the top 10%.

Moran Edwards Asset Management Group, formerly known as the Moran Asset Management Group, is a money management practice. The group is responsible for managing in excess of $2 billion in client assets as of September 30, 2011 and has served the Naples Community for 30 years.

Moran Edwards Asset Management Group is located at 5801 Pelican Bay Boulevard, Suite 200 in Naples. For more information, call (239) 254-2200 or visit www.MoranEdwards.com.

Lipper MarketPlace World's Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. Performance is calculated "net" of all fees and brokerage commissions, inclusive of cash and in U.S. dollars. Results calculated on a minimum asset base of at least $10 million for "traditional" U.S. asset classes (equity, fixed income, balanced accounts) and $1 million for all international and for "alternative" U.S. asset classes. Only categories/time period combinations for which there are at least 21 contenders are published. Past Performance is no guarantee of future results.

With more than $1.1 trillion in client assets as of September 30, 2011, Wells Fargo's brokerage businesses comprise 15,188 full-service financial advisors and 3,590 licensed bankers. This vast network of advisors, one of the nation's largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors, LLC.

Wells Fargo & Company is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 banking stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With approximately 275,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked #23 on Fortune's 2011 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.

Insurance and investment products
Not FDIC-Insured by FDIC or any Federal Government Agency Not a Deposit of or Guaranteed by a Bank or Any Affiliate May Lose Value

1111-4309

Contact Information

  • Contact:
    Jennifer Hawke
    Wells Fargo Advisors
    P: 239.254.2238