Our Institutional Consulting Process
Our team specializes in guiding fiduciaries, which are held to the high "prudent expert" standard, through the maze of difficult financial decisions that must be made daily.
We specialize in the following:
Wells Fargo Advisors and its financial advisors provide non-fiduciary services only. They do not provide investment advice (as defined under the Employee Retirement Income Security Act of 1974 as amended) have discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan or otherwise take any action that would make them fiduciaries to the plan under ERISA.
We specialize in the following:
- Develop sound, effective investment strategies in the face of rapidly changing global capital market environments.
- Manager search and selection.
- Review the progress of assets relative to the risk-adjusted goals.
- Recommend changes as managers evolve or goals change.
- Consulting to Endowments and Foundations
Wells Fargo Advisors and its financial advisors provide non-fiduciary services only. They do not provide investment advice (as defined under the Employee Retirement Income Security Act of 1974 as amended) have discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan or otherwise take any action that would make them fiduciaries to the plan under ERISA.