Horton Sneeringer Financial Strategies Group
of Wells Fargo Advisors

Foundations & Endowments

Investment management for foundations & endowments


We understand the fiduciary responsibilities of foundations and endowments to manage the organizations assets in a way that supports your mission and goals. Our team of experienced advisors can serve as your outsourced Chief Investment Officer to help ensure your organization is positioned for success.

Working collaboratively with your Board of Trustees, we can access the deep resources of Wells Fargo Advisors to develop unique solutions to help meet your needs and assist in the realization of your organization's goals, including:


Customized investment strategies designed to meet the goals of your mission and values

Disciplined portfolio reporting to provide insights and transparency to help reduce your organization’s fiduciary burden

Experienced support and development for planned giving programs

Consultation to support the development and review of investment, gift acceptance, and spending policies

Guidance for board and staff on governance, fundraising, and planned giving



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 (FL, GA, IL, LA, NC, OK, TN, TX, WA). 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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