
Institutional Consulting Services
The Higginbotham Financial Consulting Group has extensive experience working on qualified plans, pension, Taft-Hartley plans and Institutional clients. Using the Investment Policy Statement as a guide, we consult with you to recommend a customized asset allocation that is appropriate for your plan or institutions risk and return objectives, along with your distribution requirements, time horizon and other factors. We utilize the resources of the Global Investment Strategy Team within the Wells Fargo Investment Institute who develop asset allocation models using, risk, return and correlation assumptions. Our strategic allocation recommendations are designed to achieve the greatest return for the least amount of risk. All of these services are provided with our customized service model