F O R  I N S T I T U T I O N S

Institution Experience


“Structure is essential in building anything that thrives”

Whether you are managing an endowment, a charitable trust, or corporate cash account, our team at Pathlight can help you direct and grow your organization’s assets with strategic planning and custom financial solutions tailored for your specific needs.
Retirement Plans

Retirement Plans

Is your retirement plan designed to generate optimal participant outcomes and control? Retirement plans are as diverse as the companies they serve. We will review your current plan to help determine if your specific needs and objectives are being met through the current design, or if we can provide optional solutions.

Corporations

Welcome to our dedicated page for corporate accounts. At Pathlight, we understand that managing corporate assets can be complex, and requires a specialized approach. Our comprehensive style of management will provide your company with focused service to ensure your strategy is aligned with your business goals. Our team will support you in managing, and maximizing on, your surplus cash while carefully considering potential exposure to risk.

Foundations

We believe in providing intention and transparency in our strategic planning to ensure you are informed about your foundation’s capital and performance. The Pathlight team will help you construct and enact a method to make the most of your resources while carefully considering the good governance necessary to manage your foundation's assets. Partner with us to nurture your foundation's monetary health and longevity.

Endowments

At Pathlight, we are well-versed in the long-term growth-focused strategies that you must employ to align your accounts with your endowment’s mission. Our team at Pathlight can help facilitate the preservation of your endowment’s capital and focus on the long-term appreciation of assets to support the prosperity of your endowment. We have the knowledge to help ensure your endowment is well-structured and governed with care.

The Fiduciary Experience

As the plan sponsor of your qualified retirement benefit, you are a fiduciary. According to the Department of Labor, plan sponsors are required to have a “prudent expert” responsible for their retirement plan. Our team will help you reduce your fiduciary liability by providing regular reviews, benchmarking, and updates regarding public policy and industry litigation.
Pathlight Advisors

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 (AK, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



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 note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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