We are proud to serve as a trusted partner for our institutional clients. Our team has hands-on experience working with family entities, depository institutions, insurance companies, and RIAs – maintaining a specialized and attentive focus while providing our institutional client services.

We partner with various institutions to deliver sophisticated investment management strategies. Our team can engage with you from the onset to create policy statements, search and select investment managers, and then assist in portfolio construction. We can consult you or your team on items like transition and investment implementation while providing reporting, analytics, and presentations as needed. This range of consultation can apply to endowments, corporate trusts, foundations, nonprofits, and institutional retirement accounts.

Our team has significant experience building, monitoring, and rebalancing equity and fixed income portfolios – constructing them to help support wealth creation, liquidity, and future planning events. With our specialized skillset within nuanced institutional markets, we can work with you to help ensure your portfolio aligns with your needs while remaining compliant.

With the backing of Wells Fargo, our team has the financial strength and reporting that uniquely sets us apart as a top choice for custodial assets. For clients that are looking to trade equity and fixed income securities, our agnostic trading platform and execution policy can benefit your overall plan as we work toward your desired outcomes. Wells Fargo Investment Institute publishes timely investment ideas and strategy updates, keeping us in step as markets fluctuate.
The Dodge Salyer Group of Wells Fargo Advisors

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 (AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, MI, MO, NE, NH, NJ, NY, OH, PA, PR, RI, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX