Trustees are challenged by complexity of asset management, fiduciary responsibilities and operational needs. Our team offers investment strategies to free up resources and time for the organization’s board members and staff allowing you to stay focused on your mission.
Retirement Plan Sponsorship
401k, 403b, 457 Plan design, wide selection of platforms and services
Defined Benefit Plans
Investment policy statement design
Third Party Administration Services (actuarial services)
Trust, Fiduciary & Administrative Services
Institutional trust and custody
Board meeting support
Gift administration services
Grant administration services
Donor advisory services
*Wells Fargo Advisors does not act as a fiduciary and is not engaged in rendering legal, accounting or tax advice. If legal or tax assistance is required, the services of a competent professional should be sought. A Financial Advisor at Wells Fargo Advisors will be glad to work with you, your accountant, tax advisor, and lawyers to help you meet your financial goals.
Endowment Asset Management
Formulation of Investment Policy Statement
Design, customize and manage investment allocations
Manage principal investments to meet current and future needs
Ongoing investment due diligence and periodic reviews
Coordination and access to independent third party money managers
Transparent fee structure
Client meetings quarterly, annually or as needed
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
**Independent money management may not be suitable for all investors.
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