Our Institutional Consulting Process

We specialize in the following:

  • Develop sound, effective investment strategies in the face of rapidly changing global capital market environments.
  • Hire competent, professional investment managers.
  • Monitor the progress of assets relative to the risk-adjusted goals.
  • Recommend changes as managers evolve or goals change. 

Consulting to Endowments and Foundations

Understanding your Fiduciary Responsibilities for Retirement Plans

Consulting to Institutions and Retirement Plans

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 decisons on behalf of the plan or otherwise take any action that would make them fiduciaries to the plan under ERISA.