We put the resources of Wells Fargo Advisors to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused, client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk, and help fulfill their missions.
We provide access to a full suite of investment solutions to help you manage assets for nonprofit organizations, foundations, endowments, and corporate retirement and pension plans. Our level of involvement is based on your preference – from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We can work with your CFO, board of directors, and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
We understand the issues these endowments, foundations, and nonprofits address in funding their missions within an ever-changing financial climate. Drawing on the global resources of Wells Fargo Advisors, we offer insight, guidance, and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and those they serve.
Consider the broad spectrum of our investment management and advisory solutions, including:
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, our firm's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill obligations and manage risk.
Key services include: