Wells Fargo
Profile
At Wells Fargo Institutional Retirement and Trust, we work with you to develop tailored strategies to simplify your fiduciary responsibilities, safeguard assets, and help your organization achieve success. Our unparalleled combination of resources, technology, and people delivers results in a personal and timely manner to help meet your trust and custody needs. Clients have the convenience of a single source provider, along with the confidence of a trusted advisor who understands how each offering relates to the current market, to all other available options, and to their business goals. A spectrum of investment management, cash management, as well as benefit payment and performance measurement products complement our core domestic and global custody services.
Services offered
Wells Fargo provides global and domestic trust and custody services, comprehensive securities processing supporting sophisticated portfolio strategies, SWIFT capabilities (ISO 15022), benefit payments, cash movement, foreign exchange, commission recapture, portfolio liquidation, comprehensive financial reporting, investment performance and portfolio analytics, investment guideline monitoring, integrated access to Clearwater reporting, and treasury services. Through our award-winning Commercial Electronic Office® (CEO®) portal, we offer a full suite of financial services online, including trust and custody, treasury, credit, international, investing, and purchasing. We further offer investment management, retirement plan administration, actuarial services, executive benefits, and complete benefits consulting solutions.
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