INSTITUTIONAL SERVICES

For more than 40 years, we have served a wide range of institutions including:
 

 

foundations and endowments
 for Nonprofits

corporate retirement
and pension plans

 
 

Working with a consultant or a board of trustees, Ferguson Wellman and West Bearing Investments are tasked with managing a specific investment strategy or a balanced portfolio. In addition to developing or adhering to an institution’s investment policy guidelines, clients seek our expertise in:

  • Providing comprehensive financial analysis

  • Determining and regularly reviewing asset allocation strategy

  • Developing short- and long-term plans and cash flow/operating fund contingencies

  • Educating boards and trustees in investment issues

  • Planning distribution of grants

  • Connecting nonprofits with community and philanthropic resources

  • Providing institutional knowledge and guidance for new trustees

  • Analyzing past market activity and forecasting future trends

  • Committing to shared values in relation to community involvement