Institutions
Our clients are investment committees and companies, charged with stewarding endowments, foundations, union funds, nonprofit reserve funds and corporate funds who face significant challenges today. Our team partners with them to help them navigate increasingly complex capital markets, heightened regulatory oversight, increased donor expectations and significantly lower current yields combined with lower expected market returns in the future.
Fiduciary GovernanceOur team seeks to relieve the investment committees of some of the heavy fiduciary burden weighing on them. We recognize that no two clients are the same and as such we have the ability to serve our clients in a variety of ways; both as discretionary and non-discretionary Fiduciary, however our commitment to our clients remains steadfast and does not change; to help them achieve their investment objectives and fulfill their organizational mission. Start the Conversation > |
Policy Statement GuidanceWhen constructing investment programs, our team seeks to address each of our client’s unique needs and circumstances with an investment policy that clearly supports their organization’s long-term mission. We help with the development, refinement, and ongoing review/analysis of our client’s investment policy statements to ensure that the investment strategy is aligned to the organization’s goals. Start the Conversation > |
Fiduciary EducationServing you as a Fiduciary Advisor our team has a vested interest to ensure our clients have both a thorough understanding of their Fiduciary responsibilities and prudent governance processes to fulfill their duties. Change is a part of life, boards of trustees, investment committees and management are not immune to this and frequently welcome new individuals. Our team brings continuity to each of our relationships along with significant education and training resources for new fiduciaries enabling them to quickly gain a thorough understanding of the various roles, responsibilities and duties incumbent upon them. Start the Conversation > |
Fiduciary Investment AdviceDrawing on our team’s extensive experience serving institutions combined with the research capabilities of the Wells Fargo Investment Institute (WFII), we partner with our clients to help them navigate the challenges they face pursuing their desired investment goals in today’s investment environment. Our dedicated WFII Global Manager Research team provides research, resources and investment due diligence capabilities which are seldom matched in the industry. The combination of which can deliver investment results over the long term. Start the Conversation > |
Mission-Aligned InvestingMany of our clients have found it challenging to implement two equally important goals when stewarding assets of their organization; the responsibility to seek sufficient return to achieve their goals and investing capital in a manner which is aligned to the organizations mission and values. For decades our team has served clients, both faith-based and secular, to develop value-centric, mission-aligned and sustainable investment strategies. We are here to help navigate you through the various strategies to ensure your organization’s investments reflect its values, are in alignment with the investment objective and help achieve the mission-related goals. Start the Conversation > |
Strategic CounselWe offer wise counsel and resources on a wide range of topics beyond traditional investment advice, including strategic planning, values-based investing, endowment governance, donor engagement and planned giving. We are a resource and view ourselves as an extension of your organization. In addition to the above we support clients in a variety of topics such as; spend-rate policy, budgetary/organization issues, optimal methods for structuring planned giving, developing donor programs and being available to prospective donors. Start the Conversation > |
Alternative InvestmentsPensions, endowments, and institutions have long incorporated alternatives in their asset allocation framework. Some individual investors, however, may not be familiar with these important investment tools, resulting in portfolios that have exposure limited solely to traditional assets, such as stocks and bonds. Our team can help you diversify or complement a traditional portfolio with alternative investments, which include asset classes, strategies, and structures that often are different from traditional investments and employ hedging and arbitrage techniques using long and short positions, leverage, derivatives, private investments, and investments in a variety of global markets.*FAI *AI Start the Conversation > |
*FAI - Fidelity Research Institute, Institutional Asset Allocation: Vital Changes Ahead, March 2019, Large Institutions defined by assets under management great than $1 billion.