Research-driven support for confident wealth management

Leverage Wells Fargo Investment Institute (WFII)'s timely insights to guide your recommendations

Staying ahead of market shifts and investment trends is essential for delivering confident, well-informed advice. By partnering with First Clearing, you have access to timely insights from the Wells Fargo Investment Institute (WFII), along with research from other top-rated providers across the industry.

WFII consists of specialized investment teams bringing together some of the industry’s brightest strategists and analysts under one umbrella. These experts offer in-depth insights into the capital markets and equip investment professionals with the resources and information needed to help clients succeed financially.

Build stronger strategies with Investment Solutions support

In addition to research from WFII, we’re proud to offer guidance from Wells Fargo’s Wealth and Investment Management experts in:

  • Asset allocation strategy
  • Investment research and model development
  • Trading and capital markets
  • Investment product analysis

Gain access to industry-leading research 
and expertise

230+

Investment professionals

1,000+

Media references and appearances annually

1,000+

Reports published annually

As-of May 2025

Partner with specialized teams to help clients achieve their financial goals

Leverage a network of experienced investment professionals dedicated to helping you grow and serving the needs of your practice.

Achieve long-term investment goals through asset allocation guidance and thematic market research.

Identify potential opportunities in financial and commodity markets and in hedge fund and private capital strategies.

Build investment strategies designed to help clients achieve their financial goals.

Manage clients’ financial success with globally diversified models.

Evaluate insurance company solvency risk through the Insurance Credit Analysis Group (ICAG).

Help clients achieve their goals for income and long-term capital growth with active, total-return management.

Model the risk/return characteristics of a selected target equity benchmark or strategy through the Equity Optimization group.

Design and execute discretionary, customized strategies for high-net-worth clients while seeking to manage risk and enhance returns.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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