Institutions

Since the early years, institutions have been a significant segment of Ferguson Wellman’s client base. Providing investment strategies for Taft-Hartley plans, foundations, endowments, corporate reserves and health and welfare pensions—Ferguson Wellman has evolved and adapted to the changing needs of institutions.

Whether an institution requires a balanced portfolio or one specific investment strategy, Ferguson Wellman has the in-house expertise and flexibility to accommodate any structure, objectives and goals.

We welcome the opportunity to participate in an RFP process or give a presentation on our investment approach and offerings. With a number of our professionals serving as trustees and investment committee members on various boards, we can offer advice and guidance to any institution undergoing this process for the first time.