Institutional Outsourced Chief Investment Officer (OCIO)

Experience and resources to help maximize your organization's impact

Wells Fargo Bank's OCIO solution offers fiduciary asset management and advisory services dedicated to helping meet the investment and philanthropic priorities of tax-exempt organizations.

Our accredited portfolio managers and philanthropic specialists understand institutional investors' unique complexities and have extensive experience working with foundations, endowments, healthcare, religious, and charitable organizations, and other nonprofits.

Offered through Wells Fargo Bank, N.A.

Committed to supporting your mission

Your OCIO team works hand-in-hand with your organization’s board, investment committee, and staff — placing your mission and vision at the center of all our services. Depending on your specific needs, we can partner with you on your fiduciary responsibilities and provide strategic expertise, resources, and day-to-day administrative support to help enhance the strengths of your organization.

Our custom services and objective advice can help add transparency and efficiency, reduce costs and overhead, and ensure decisions are made in your organization’s best interests — from constructing a robust Investment Policy Statement to providing insights and training on industry trends, best practices, and fundraising strategies.

Does your organization need an OCIO?
Important questions to consider

Are your assets currently being managed using a disciplined, repeatable investment process?

Is your Investment Policy Statement structured for proper organizational governance and aligned with your mission, values, and objectives?

Does your portfolio’s asset allocation meet your organization’s long-term cash flow and liquidity needs, time horizon, and risk tolerance?

Wealth & Investment Management insights

Explore our latest articles and in-depth research.

Are you on course?

Learn how benchmarks can help you define your vision of success.

Learn more (PDF)

Alternative thinking

Learn how alternative investments can help diversify or complement a traditional portfolio.

Read the report

State of the Markets

Join our Monthly Roundtable investor call for a discussion of critical events moving the markets.

How to participate

Let's connect

To learn more about how we can help your organization, connect with your advisor or contact us at ocio@wellsfargo.com.

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Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.