Nonprofits

  • Assets under management: $434 million
  • Total client relationships: 59
  • Portfolio minimum: $3 million
  • Average account size: $7.3 million
    (updated quarterly – as of 03/31/14)
  • Ferguson Wellman creates and manages portfolios for a wide range of foundations and endowments that include: educational institutions, social services organizations, healthcare institutions, faith-based organizations and environmental groups
  • We work in partnership with a foundation or endowment’s stakeholders to address asset allocation, risk management, preservation of capital and funding operating costs and mission-based services
  • Many of our nonprofit clients have grown with Ferguson Wellman over the years, with one of our clients being with us for 35 years
  • Our investment professionals meet with board trustees or finance committees on a quarterly basis to review the portfolio and investment policy guidelines. We often present on specific topics regarding the economy, capital markets and various investment vehicles
  • We also provide investment education resources for new trustees or committee members

Please visit our Institutional Management and Investment Strategies sections for more information on how we serve our clients.