Foundations & Endowments

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
  • Treasury management
  • Board meeting support
  • Customized reporting
  • Gift administration services
  • Grant administration services
  • Spending policy
  • 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.