What Makes Us Different?

Given our diversified client base, we are able to expand investment ideas across corporate retirement plans, endowments and foundations, and the insurance industry. The Optimal Service Group has over 120 years of combined investment industry experience. Our group is comprised of thirteen professionals, including five senior consultants, each with experience in providing expert consulting service. Further, the group is supported by the Wells Fargo Investment Institute, which has become a pillar throughout the investment lanscape for producing innovative and actionable economic and capital market insights.  We believe our structured research process workng in conjuction with the Investment Institute, combined with our dedicated team of professionals is our greatest strength relative to our industry peers. Our goal is to provide the very best strategic framework, investment recommendations, ongoing evaluations and reporting, timely capital market observations, and education. Our institutional client base and insurance clients continuously speak to our experience and commitment to client service.