Our team of experienced capital introduction specialists connects you with investors around the globe to keep you at the forefront of investment trends. We maintain dialogue with the full spectrum of hedge fund investors, including family offices, funds of funds, managed account platforms, consultants, endowments, foundations, and public and private pensions.
How we work with you
Our process begins with an in-depth consultative review of your firm’s marketing and capital-raising strategies. We take the time to develop a deep understanding of where your business is today and what your goals are for tomorrow, and then tailor capital-raising strategies to meet your specific needs.
Our team will work with you to:
- Refine your message
- Design marketing materials that articulate your edge
- Introduce you to the right investors from our extensive global network of relationships
- Develop a coordinated events strategy and then prioritize and manage responses
Our Capital Introduction team works as an extension of your marketing efforts. Whether you handle marketing internally or rely on third parties, we can supplement your efforts, ideas, and resources.
Download our Manager Marketing Toolkit (PDF*).
To learn more about our Capital Introduction team, contact us.
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Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Securities, LLC carries and provides clearing services for Wells Fargo Institutional Securities, LLC customer accounts.