Endowments and Foundations

Wells Capital Management (WellsCap) has partnered with mission-driven organizations for more than 20 years to manage their assets. Today, we are honored to manage more than $12 billion of assets for nonprofit organizations.

  • Our global resources and insights provide solutions that apply the benefits of tax-exempt status while managing investment and capital preservation needs.
  • WellsCap's centralized risk management oversight provides a consistent framework for analyzing and balancing risk in our clients' portfolios.
  • Our client-centric approach allows for tailored advice from experienced endowment and foundation relationship specialists.
  • WellsCap, as a part of Wells Fargo Bank, N.A., has a rich history and legacy that fosters a culture of client service excellence and the financial means to deliver on this commitment.

Specialized services for endowments and foundations:

  • An in-depth understanding of investment and spending policies that allows for tailored portfolio construction, including recognizing the liabilities and/or funding obligations that nonprofits must address in their investment policies.
  • Providing investment solutions that honor and maintain the integrity of the organization's mission.

Learn more

Request additional information regarding our investment capabilities.

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© 2019 Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker/dealer and Member FINRA). Associated with WFAM is Galliard Capital Management, Inc. (an investment advisor that is not part of the WFAM trade/GIPS firm).

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