Non Profit Organizations | Retirement Plan Services

Non Profit Organizations

Portfolio Structuring

  • Development of Investment Policy Statement to confirm investment strategy
  • Strategic asset allocation (1) and diversification (2) procedures
  • Multiple manager recommendations to help diversify institutional portfolios
  • Sophisticated analytical tools to examine the historical performance of multiple managers or combinations(3)

Investment & Analysis

  • Analysis of investment alternatives and strategies from OCG and the Wells Fargo Advisors Advisory Services Group
  • Asset-allocation modeling
  • Review of several hundred managers for institutional clients, augmented with independent interviews
  • Manager analysis by OCG and Wells Fargo Advisors
  • Asset/liability analysis
  • Socially responsible investing

Manager Search & Selection4

  • Separately managed accounts, mutual funds, alternative investments (4) and other investment vehicles
  • Customized in-house qualitative and quantitative search process
  • Non-proprietary database helps eliminate any potential conflicts of interest

Performance Reporting

  • Benchmark and peer-group analysis
  • Attribution analysis
  • Daily access to account information via secure Internet connection
  • Monthly statements of account activity
  • Published manager research reports
  • Prompt electronic delivery of information regarding organizational/style changes, with proactive recommendations
  • Quarterly customized Investment Performance Reports
  • Ongoing Style Analysis Review to check managers’ consistency with stated strategies
(1) Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns
(2) Diversification does not guarantee profit or protect against loss in declining markets.
(3) Past performance is no guarantee of future results
(4) Not suitable for all investors.

 

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Insurance-related services may be provided only to individuals residing in
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Olcott Consulting Group is a separate entity from WFAFN. (0311-5877)
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