Foundations / Endowments

Institutional clients of Gruver Wealth Management of Wells Fargo Advisors, experience a hands-on approach provided by a dedicated team of investment professionals who oversee strategy development, articulation of goals, portfolio construction, and ongoing measurement of success. We work closely with each client to gain a comprehensive understanding of their unique requirements, essential to developing a strategy that addresses their needs.

We understand that there is a balance that must be established between providing current cash flow for the present operating budget and realizing long-term portfolio growth with the mission remaining the heart of the organization. We assist endowment and foundation clients with the following:

Current portfolio assessment
Strategic Investment Policy Development
Quantitative Asset Allocation Planning
Qualitative Investment Implementation
Manager Fund Search and Evaluation
Quantitative and Qualitative Performance Measurement
Client and donor education, fundraising, and best practices

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, DC, FL, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA). 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.

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