Skip Navigation

Finding Value

CLIENT SITUATION

Weary of managing multiple service providers, an endowment began its search for a full-service, outsourced chief investment officer (OCIO).

OUR SOLUTION

By choosing Abbot Downing, our clients can access a complete, turn-key service: an outsourced chief investment officer (OCIO), strategic and tactical asset allocation, active fund manager search and selection, custody statements, online reporting, grant administration, institutional performance reporting, a team to help with day-to-day work, and banking services that coordinate with endowment management.

THE RESULT

The endowment realizes even more savings through Abbot Downing's ability to aggregate managers across all our clients. The exact amount depends on the manager, but our relationships with outside managers let's us offer clients significant discounts on the fees they might otherwise pay.


DISCLOSURES

These materials are provided for general education and illustration purposes only. They were prepared by Abbot Downing and have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness. Abbot Downing does not undertake to advise you of any change in the information contained in these materials.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.