Solutions for Institutions

For many decades, we have served as a team of highly experienced advisors to institutional investors, including nonprofits and foundations, as well as retirement plans for corporations, family businesses, and labor organizations. Though each organization has its own needs and requirements, we understand that you have a desire to share fiduciary responsibilities with a trusted advisor while continuing to provide outstanding personal service.

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Global Institutional Consulting

We put the resources of Wells Fargo Advisors Financial Network to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused, client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk, and help fulfill their missions.

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Investment Solutions

We provide access to a full suite of investment solutions to help you manage assets for nonprofit organizations, foundations, endowments, and corporate retirement and pension plans. Our level of involvement is based on your preference – from traditional consulting to client-directed implementation, to full discretionary services. We can work with your CFO, board of directors, and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.

Disciplined Investment Process

We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.

1. IPS Development and Review

We can act as liaison between institutions and the firm's Investment Policy Statement (IPS) service, which creates and modifies an IPS based on the client’s investment goals and objectives.

2. Strategic Allocation Modeling

Our team utilizes customizable asset allocation* based on the firm's insightful capital market assumptions.

3. Investment Manager Due Diligence

We'll recommend investment solutions by leveraging the thorough, rigorous due diligence process of Wells Fargo Advisors Financial Network.

4. Investment Manager Search and Selection

We use advanced portfolio construction techniques combined with client specific objectives and the firm’s capital market guidance.

5. Portfolio Strategy

We can leverage Wells Fargo Advisors Financial Network's global intellectual capital including tactical tilts to help increase return potential.

6. Performance Measurement

Our advisors will monitor, quantify, and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the IPS.

Our Additional Capabilities

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Wells Fargo Advisors Financial Network and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of resources, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of our firm and its affiliates feel much more accessible.


Defined Benefit Plans

Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, our firm's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill obligations and manage risk.

Key services include:
  • Investment consulting services
  • Open architecture investment management platform

Pension Termination Services

Liability Driven Investing

Manager Due Diligence

Complex Product Due Diligence

Cash Balance Plans

Fee Benchmarking Services

1856 Capital Partners

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CT, DE, GA, IL, KY, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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