Institutional Services
Working with Ferguson Wellman is like having your own internal investment team. By managing your capital with care, we aim to 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.
Mary Faulkner, Jim Coats, Emilie Ma and Krystal Daibes-Higgins
Number of Institutional Clients
136
Longest Client Relationship
41 Years
Assets Under Management
$2.6B
*As of March 31, 2026
Naomi Walsh, Samantha Hathhorn and Katie Fairris
Stewarding Assets. Advancing Missions.
Fiduciary Alignment and 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 institutions and other organizations. We support your board with governance, education and clear reporting.
Long-term, Steady Growth
Since our inception, our team has steadily grown capital overtime while managing the spending and liquidity needs of our clients.
Who We Serve
- Taft-Hartley Plans
- Community Colleges and Universities
- Cemeteries and Funeral Homes
- Religious Organizations
- Family and Private Foundations
- Corporations and Partnerships
Types of Plans
- Foundations and Endowments
- Pension and Retirement Plans
- Cash Balance Plans
- Healthcare Plans
Lesllie Nuñez and Ezra Kover
Institutional Investing for Nonprofits
This video series is designed to support both those new to board service and those seeking a refresher.
It helps participants build a foundation in institutional investing, covering key topics such as asset allocation, investment policy statements and nonprofit organizational structure.
To watch all of the videos, click here.
