Working with Ferguson Wellman is like having your own internal investment team.

By managing your capital with care, we free your organization to focus on what matters most—driving impact and transforming communities.

We understand the stress and rigor it takes to operate an organization. As your investment team, we act as an extension of your team, providing clarity, transparency and confidence in every investment decision.

Fiduciary Alignment & Mission Sensitivity

We act in the best interest of our clients by delivering strategies that preserve capital, fuel growth, and honor your organization's values. From investment policy development to committee education, we're here to take on the burden of complexity and strengthen governance while protecting your capital over time.

Empowering Boards and Committees

We bring deep bench of experts having worked with nonprofits, endowments, and foundations. We support your board with governance, education, and clear reporting.

Long-term, Steady Growth

Since our inception, our team has steadily grown clients’ investments over time while managing their risk tolerance, spending and liquidity needs.

Quote about Jim Rudd
and Institutional Clients

Who We Serve

Types of Plans

Taft Hartley

Community Colleges 

Cemetaries/Funeral Homes

Religious Organizations

Family Foundations

Corporations and Partnerships

Current Firm Community Involvement

Foundations and Endowments

Pension/Retirement Plans

Cash Balance Plans

Healthcare Plans