Neville Javeri

FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.

Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.

Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics.

Functions as a College/University

Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities.