Services

Crafting Enduring Plans

Working with Pinkerton Private Wealth does not delegate the authority of trustees and committee members - It enhances authority. Because of our fiduciary focus, we can take immediate actions to support near and long-term objectives.

We offer two distinct fiduciary investment processes that are dependent on a fund's needs. With funds of $1 million to $10 million, we structure dividend and bond payout plans to meet spending needs with the goal of helping to minimize the risk of permanent loss of capitol.

With larger funds of $10 million to $100 million, we leverage the institutional consulting team within Wells Fargo Advisors Financial Network to assist with plan design, manager selection, and fiduciary management. The Institutional Consulting Group within Wells Fargo Advisors Financial Network was founded over 35 years ago to work in conjunction with advisors to help institutional trustees, directors, and investment committee members manage and meet their fiduciary responsibilities. We often encourage endowments to use local managers who can support their cause within a fiduciary-compliant process that we lead.

We provide services for:

  • Donor Advised Funds
  • Charitable Gift Annuities
  • Family Foundations
  • Agency Accounts
  • Endowments
  • Institutional Funds

We invite you to learn more about our team. Let us know how we can support your needs.