Wells Fargo Investment Institute

Wells Fargo Investment Institute (WFII) supports both our practice and our clients with objective research and advice. This guidance covers the spectrum from strategic asset allocation (recommended percentage in stocks, bonds, etc.) to the selection of the individual stocks, bonds and money managers that will fill in the allocation.

WFII combines all of Wells Fargo's advice-giving teams and strategists into a single, unified effort. Through WFII, we have access to extensive collective experience in diverse markets, such as large-, mid- and small-capitalization stocks, international investing, closed-end funds (CEFs), exchange-traded funds (ETFs), fixed income (including taxable and tax advantaged), and much more. With expertise in virtually every major market sector, WFII aids us in addressing clients' entire portfolio with comprehensive investment strategies and direction.
Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly-owned subsidary of Wells Fargo & Company.