Public Funds/Taft-Hartley Plans

Wells Capital Management (WellsCap) has been a trusted advisor in the management of public fund and Taft-Hartley assets for more than 20 years. With increasingly tighter regulations and significant pressures to reduce unfunded liabilities, we offer a broad range of solutions that span the risk/reward spectrum to meet our clients' unique investment needs.

  • Our centralized investment risk management structure provides a consistent framework for analyzing and balancing risk in our clients' portfolios. WellsCap considers investment risk management to be a critical and integral component of investment performance.
  • Our dedicated client relationship professionals are able to provide ongoing, constructive dialogue with the trustees, boards, and investment committees, understanding the specific needs of the public funds and Taft-Hartley plans and the environment in which they operate.

Specialized services for public funds and Taft-Hartley plans:

  • Advanced client reporting and transparency
  • Proxy voting guidelines
  • High-quality compliance oversight throughout the trading and operating environment
  • Global resources to develop innovative investment solutions for short-term and long-term assets

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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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