Paffendorf Wealth Management Group of Wells Fargo Advisors, CFP, CPWA, PIM Portfolio Manager®

Non-Profit Asset Management and Consulting

Non-Profit Asset Management Services


Paffendorf Wealth Management, part of Wells Fargo Advisors provide access to Wells Fargo  providing customized investment management solutions for non-profit organizations. We proudly serve foundations, endowments, and pension funds with a comprehensive suite of services, including:

Investment Advisory and Portfolio Construction: Tailored strategies to help meet your unique objectives.

Public and Private Securities Analysis: Detailed recommendations designed to help optimized portfolio performance.

Strategic Asset Allocation: Expert guidance on balancing risk and returns.

Investment Policy Development and Updates: Helping ensure with current goals and market conditions.

Global Custody Services: Streamlining the safekeeping and management of assets.

Comprehensive Reporting: Delivering in-depth insights to keep stakeholders informed.

Exceptional Communication: Prioritizing clarity, responsiveness, and collaboration.

We are committed to supporting your organization's mission with professional expertise and personalized service. Let's discuss how we can meet your investment needs.

Additionally, our Ultra-High Net Worth Institutional Consulting is offered through Wells Fargo Investment Institute, Inc., a subsidiary of Wells Fargo Bank, N.A.

 
Wells Fargo Bank N.A. (“the Bank”) offers various banking, advisory and fiduciary and custody products and services, including discretionary portfolio management.  Wells Fargo affiliates. including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank.  In these instances, the Bank is responsible for the day-today management of any referred accounts.

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, ID, MT, NV). 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.

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