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Institutional Services

Being named an advisor for an institution is both an honor and a great responsibility. Whether you are involved with a non-profit organization, foundation, endowment, municipality or corporate entity, we can help you navigate the complex word of institutional financial management.

Our Specializations

  • Modification or creation of Investment Policy Statement

  • Asset allocation study

  • Diversification review & unbiased analysis

  • Search and recommendation of institutional money managers

  • Evaluation and benchmarking

  • Continuing investment manager due diligence

  • Performance monitoring

  • Spending policy design

Buehler & McKee Financial Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, DE, FL, GA, IL, IN, KY, MD, MI, MT, NC, ND, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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