Who We Help - Institutions

Helping your organization meet its investment objectives

At Colatruglio Wealth Management Group (CWMG), Frank Colatruglio, CFA, CFP® provides customized, discretionary investment portfolio management solutions to businesses, endowments and foundations, as well as pooled asset retirement plans through the Wells Fargo Advisors PIM program.* He deploys a Size, Style, Sector modeling process as described in the Investment Philosophy Statement a copy of which is provided to all CWMG PIM clients. In addition we specialize in providing assistance and guidance to your organization with governance issues related to fiduciary risk, defining and measuring risk adjusted return objectives and performance and using well defined portfolio management strategies to generate benefits to current and future beneficiaries of the organization or plan.

Our solutions are guided by objective analysis, strong ethical and professional conduct standards and a Fiduciary obligation to always act in the best interests of the beneficiaries of the asset pools we manage. Portfolios are managed in accordance with your organization’s Investment Policy Statement (IPS).  A properly written IPS should stipulate governance obligations of the Board of Directors. These might include defining risk adjusted return requirements of the plan/organization, measuring risk adjusted performance against established appropriate benchmarks, describing short and long-term cash flow needs as well as details on unique aspects of organizational need as they relate to the investment portfolio. Failure to properly define, monitor and remedy deficiencies in these or other related areas over time may subject the Board of Directors to Co-Fiduciary liability even if they have delegated these tasks to a professional third party management organization.  

 

*The PIM program is not designed for excessively traded accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full disclosure of our services. The minimum account size for this program is $50,000. However, please note that the asset minimum for Colatruglio Wealth Management Group is $500,000 in this program.

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