You deserve a financial team that works as hard as you.
For our institutional and nonprofit clients, we offer a wide range of wealth management solutions
Institutional Investment Management
We offer globally diverse investments, administrative oversight, and custom communications for institutional clients with $25 million to over $1 billion in assets. Portfolio management occurs seamlessly within the guidelines of your Investment Policy Statement.
Learn More
Fiduciary Risk Management
Our team prudently manages investments, mitigates risk, and helps meet nonprofit investor client obligations, both present and future. We act as an extension of the board, trustees, committees, and staff to help them effectively manage assets and navigate risk.
Learn More
Philanthropic Advisory Services
Our fully integrated services include:
- Board and staff education
- Strategic fundraising planning and guidance
- Best practices and updates on current trends
- Consulting on gifts of specialty assets
- Planned giving support
- Gift acceptance and other policy reviews
Learn More
Banking & Lending Solutions
Through the banking arm of Wells Fargo affiliates, we offer access to a full-range of banking and lending products and services.
Learn More