Solutions for Institutions

For many decades, we have served as a team of highly experienced advisors to institutional investors, including nonprofits and foundations, as well as retirement plans for corporations, family businesses, and labor organizations. Though each organization has its own needs and requirements, we understand that you have a desire to share fiduciary responsibilities with a trusted advisor while continuing to provide outstanding personal service.

Global Institutional Consulting

Helping institutions meet their investment needs

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.

Investment Solutions

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.

Disciplined Investment Process

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.

1. IPS Development and Review

We can act as liaison between institutions and the firm's Investment Policy Statement (IPS) service, which creates and modifies an IPS based on the client’s investment goals and objectives.

2. Strategic Allocation Modeling

Our team utilizes customizable asset allocation based on the firm's insightful capital market assumptions.

3. Investment Manager Due Diligence

We'll recommend investment solutions by leveraging the thorough, rigorous due diligence process of Wells Fargo Advisors.

4. Investment Manager Search and Selection

We use advanced portfolio construction techniques combined with client specific objectives and the firm’s capital market guidance.

5. Portfolio Strategy

We can leverage Wells Fargo Advisors’ global intellectual capital including tactical tilts to help increase returns.

6. Performance Measurement

Our advisors will monitor, quantify, and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the IPS.

Our Additional Capabilities

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Wells Fargo Advisors and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of our firm feel much more accessible.

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:

  • Investment consulting services
  • Access to fiduciary asset management
  • Impact investing
  • Board governance and education
  • Fundraising and planned giving strategies
  • Cash and liquidity management
  • Nonprofit industry insights

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:

  • Investment consulting services
  • Open architecture investment management platform
To help you meet your fiduciary responsibilities, we can offer investment solutions which are vetted by the firm's investment due diligence process. Wells Fargo Advisors will accept ERISA 3(21) fiduciary responsibility for the investment advice provided through Defined Contribution Investment Consulting (DCIC). We believe that putting the expertise of a specialized advisor to work for your plan is a smart solution to help you meet your fiduciary responsibilities. Additionally, we can offer thoughtful advice on how to create an investment lineup that fits your organization’s needs, as well as provide support to help manage investments over time.