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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