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Advancing Missions.\r\n\r\n**Fiduciary Alignment and Mission Sensitivity**\r\nWe 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.\r\n\r\n**Empowering Boards and Committees**\r\nWe bring deep bench of experts having worked with institutions and other organizations. We support your board with governance, education and clear reporting.\r\n\r\n**Long-term, Steady Growth**\r\nSince our inception, our team has steadily grown capital overtime while managing the spending and liquidity needs of our clients.",{"id":51,"alt":24,"caption":5,"assetUrl":52,"assetUrlXs":53,"assetUrlSm":54,"assetUrlMd":55,"assetUrlLg":56,"assetUrlXl":57,"assetUrlXxl":58,"width":59,"height":59},"1554","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/xs_Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/sm_Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/md_Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/lg_Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/xl_Offering_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1554/xxl_Offering_tile.jpg",1400,"Naomi Walsh, Samantha Hathhorn and Katie Fairris\r\n\r\n",{"instance":62},{"__typename":63,"subheading":64,"body":65},"SubheadLeftWithTextComponent","Who We Serve","* 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Kover",{"id":77,"alt":24,"caption":5,"assetUrl":78,"assetUrlXs":79,"assetUrlSm":80,"assetUrlMd":81,"assetUrlLg":82,"assetUrlXl":83,"assetUrlXxl":84,"width":59,"height":59},"1564","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/xs_xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/sm_xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/md_xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/lg_xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/xl_xxl_Square_Lesllie_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1564/xxl_xxl_Square_Lesllie_Ezra.jpg","## Institutional Investing for Nonprofits\r\n\r\nThis video series is designed to support both those new to board service and those seeking a refresher.\r\n\r\nIt helps participants build a foundation in institutional investing, covering key topics such as asset allocation, investment policy statements and nonprofit organizational structure.\r\n\r\nTo watch all of the videos, click [here.](https://www.youtube.com/watch?v=yDqUewwZ9Xw&list=PLlpMKQ7y5NA85EPkd-DRMPjL5iuSDuRKY&index=15)",[],{"instance":88},{"__typename":89,"heading":90,"ctaLabel":91,"teamMembers":92},"FeaturedTeamComponent","Our Institutional Services Team","View Full Team",[93,107,120,133,146],{"fullName":94,"title":95,"slug":96,"image":97},"Jim Coats","Executive Vice 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Media",[165,190,216],{"title":166,"byline":167,"shortDescription":168,"slug":169,"featuredImage":170,"tileImage":172,"mediaFormat":183,"mediaFocuses":185,"date":189},"College and University Endowments Face a New Balancing Act","By Jim Coats","The 2025 NACUBO-Commonfund Study of Endowments reveals a paradox facing colleges and universities.","college-and-university-endowments-face-a-new-balancing-act",{"id":171,"alt":24,"caption":5,"assetUrl":5,"assetUrlXs":5,"assetUrlSm":5,"assetUrlMd":5,"assetUrlLg":5,"assetUrlXl":5,"assetUrlXxl":5,"width":5,"height":5},"1879",{"id":173,"alt":24,"caption":5,"assetUrl":174,"assetUrlXs":175,"assetUrlSm":176,"assetUrlMd":177,"assetUrlLg":178,"assetUrlXl":179,"assetUrlXxl":180,"width":181,"height":182},"1878","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/xs_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/sm_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/md_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/lg_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/xl_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1878/xxl_Institutional_blog_image.jpg",700,330,{"name":184},"Articles",[186],{"name":187,"slug":188},"Institutional 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CFA","redefining-active-and-passive-management-for-institutional-boards",{"id":195,"alt":24,"caption":5,"assetUrl":196,"assetUrlXs":197,"assetUrlSm":198,"assetUrlMd":199,"assetUrlLg":200,"assetUrlXl":201,"assetUrlXxl":202,"width":106,"height":106},"1808","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/xs_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/sm_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/md_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/lg_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/xl_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1808/xxl_Norris_Jason.jpg",{"id":204,"alt":24,"caption":5,"assetUrl":205,"assetUrlXs":206,"assetUrlSm":207,"assetUrlMd":208,"assetUrlLg":209,"assetUrlXl":210,"assetUrlXxl":211,"width":181,"height":182},"1807","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/xs_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/sm_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/md_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/lg_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/xl_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1807/xxl_Institutional_blog_image.jpg",{"name":184},[214],{"name":187,"slug":188},"2026-06-30",{"title":217,"byline":218,"shortDescription":24,"slug":219,"featuredImage":220,"tileImage":229,"mediaFormat":238,"mediaFocuses":239,"date":241},"Diversification is More Than a Numbers Game","By Krystal Daibes Higgins, CFA","diversification-is-more-than-a-numbers-game",{"id":221,"alt":24,"caption":5,"assetUrl":222,"assetUrlXs":223,"assetUrlSm":224,"assetUrlMd":225,"assetUrlLg":226,"assetUrlXl":227,"assetUrlXxl":228,"width":106,"height":106},"328","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/xs_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/sm_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/md_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/lg_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/xl_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/328/xxl_Higgins_Krystal.jpg",{"id":230,"alt":24,"caption":5,"assetUrl":231,"assetUrlXs":232,"assetUrlSm":233,"assetUrlMd":234,"assetUrlLg":235,"assetUrlXl":236,"assetUrlXxl":237,"width":181,"height":182},"327","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/xs_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/sm_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/md_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/lg_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/xl_Institutional_blog_image.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/327/xxl_Institutional_blog_image.jpg",{"name":184},[240],{"name":187,"slug":188},"2026-04-02",{"instance":243},{"__typename":244,"headline":245,"cta":246},"CenteredHeadlineWithCtaComponent","A Tradition of Service and Impact ",{"id":247,"ctaAltText":24,"ctaLabel":248,"ctaLink":249},"25","Meet the Full Ferguson Wellman Team","/team","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.","Institutional Services","institutional-services",{"id":254,"alt":255,"caption":5,"assetUrl":256,"assetUrlXs":257,"assetUrlSm":258,"assetUrlMd":259,"assetUrlLg":260,"assetUrlXl":261,"assetUrlXxl":262,"width":17,"height":263},"75","A row boat docked in a calm lake","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/xs_OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/sm_OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/md_OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/lg_OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/xl_OfferingTile-InstitutionalServices.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/75/xxl_OfferingTile-InstitutionalServices.jpg",1480,1783541851656]