Non-Profit Trading Services
Our team specializes in helping nonprofit organizations efficiently process and liquidate donated securities. We help nonprofits turn stock gifts into immediate, usable funds while minimizing market risk. Whether you need help setting up a brokerage account or managing high-volume stock gifts, our advisors provide tailored solutions that align with your policies and financial goals.
Cash Management Services
Our cash management solutions are designed to help institutional clients optimize liquidity, enhance yield, and maintain operational flexibility. We provide clients with comprehensive cash management services, including automated sweeps, short-term investment strategies, and treasury support.
Prime Brokerage Services
Backed by Wells Fargo’s global resources, our team delivers institutional-grade prime brokerage services including clearing, financing, and tailored capital introduction. We work closely with you to support your trading strategies while scaling and streamlining your operations.
Retirement Plan Administration
Our team leverages Wells Fargo’s institutional capabilities to simplify retirement plan management, reduce administrative burden, and ensure regulatory compliance. We offer comprehensive retirement plan services—from investment oversight to employee education.