Helping Institutions Meet Their Investment Needs
McMillan Private Wealth Group of Wells Fargo Advisors serves as a team of experienced advisors to institutional investors, including nonprofits and foundations, as well as retirement plans for corporations and family businesses. Though each organization has its own needs and requirements, we understand that you have a desire to share fiduciary responsibilities with a trusted advisor while continuing to provide outstanding personal service.
Nonprofit institutional consulting
We understand nonprofit institutions face many challenges in managing investments, fulfilling fiduciary responsibilities, and addressing their operational needs. That’s why we offer the best of Wells Fargo Advisors to our institutional clients and work to deliver thoughtful advice and sophisticated solutions. By leveraging the extensive resources and expertise of one of the world's largest financial institutions, we offer comprehensive consulting services tailored to the unique needs of our nonprofit clients.Decades of experience
With decades of experience in nonprofit portfolio management and endowment oversight, the McMillan Private Wealth Management team serves as a dedicated relationship manager. We provide access to a team of specialists from Wells Fargo Bank, N.A., who develop strategies to help achieve your specific objectives.Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage 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 separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, 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-to- day management of any referred accounts. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, 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-to-day management of any referred accounts.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, 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-to- day management of any referred accounts. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, 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-to-day management of any referred accounts.
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