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