Institutional Outsourced Chief Investment Officer (OCIO)

Maximize your impact

Experience and resources to help your organization grow

Wells Fargo’s Institutional OCIO solution provides discretionary investment management and specialized services designed to meet the investing, philanthropic, and administrative priorities of foundations, endowments, and other tax-exempt entities with assets in excess of $25 million.

Committed to supporting your mission

We will listen to your priorities and take the time to understand your mission and vision. Our portfolio managers have the knowledge and experience to customize your portfolio in support of your mission.

Our fiduciary approach

We put your interests ahead of our own. This underscores our commitment to provide unbiased, prudent, and comprehensive investment management while avoiding self-dealing and conflicts of interest.

Local relationships and national resources

Your local relationship manager is supported by the extensive resources of Wells Fargo, including banking and lending services, to help you grow and enhance the strength of your organization.

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Alternative investments can help diversify or complement a traditional portfolio through the types of investments owned or by the techniques employed.

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State of the Markets Monthly Roundtable Investor Call

Join Wells Fargo Investment Institute strategists for a discussion of critical events moving the markets.

How to Participate

To learn more about how we can help your organization, connect with your advisor or contact us at ocio@wellsfargo.com