We can help you reflect your personal values in the investment choices you make whether you're concerned about the environment, have strong religious beliefs, or simply wish to invest in companies whose policies and practices help generate a positive social and environmental impact, as well as focus on financial performance.
By combining traditional Socially Responsible Investing (SRI) practices with a disciplined analysis of Environmental, Social and Governance (ESG) factors, we offer a truly integrated approach to Social Impact Investing. Tell us what's important to you and we will provide a customized strategy to help you incorporate your values into your investment management portfolio.
For more than 20 years, Nelson Capital Management was at the forefront of innovation and leadership in socially responsible investing. Nelson provided solutions to Wells Fargo clients beginning in 2002. It has now become part of Wells Fargo Private Bank, enabling The Private Bank to bring you greater resources and industry respected Social Impact Investing (SII) solutions.
Answers for Responsible Investors (Video)
Head of Social Impact Investing Lloyd Kurtz addresses investor questions about social impact investing.
Watch the video
Answers for Responsible Investors (Report)
Reasons for investors to consider social impact investing strategies.
Download the report (PDF)
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. (“WFII”) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies. Not available in all states.
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 your situation at the time your taxes are prepared.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Real estate investments carry a certain degree of risk and may not be suitable for all investors.
Fixed income securities are subject to availability and market fluctuation. These securities may be worth less than the original cost upon redemption. Certain high-yield/high-risk bonds carry particular market risks and may experience greater volatility in market value than investment-grade corporate bonds. Government bonds and Treasury bills are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and fixed principal value. Interest from certain municipal bonds may be subject to state and/or local taxes and in some instances, the alternative minimum tax.
Some alternative investments and real assets may be available to pre-qualified investors only.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank
- May Lose Value