We serve as a team of experienced advisors to institutional investors, including nonprofits and foundations. Though each organization has its own needs and requirements, we understand that you have a desire to share fiduciary responsibilities and get the advice you need from a trusted advisor.
Benefit from the strength of The Russo Wealth Management Group and access to the global resources of Wells Fargo Bank, N.A*. to deliver sophisticated investment strategies and institutional counsel through focused, institutional consulting.
*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.
Benefit from the strength of The Russo Wealth Management Group and access to the global resources of Wells Fargo Bank, N.A*. to deliver sophisticated investment strategies and institutional counsel through focused, institutional consulting.
-
IPS development and review
-
Investment manager due diligence
-
Investment manager search and selection
-
Portfolio strategy
-
Board governance and education
-
Giving strategies
-
Cash and liquidity management
*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.