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.

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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