Ferguson Wellman: A Partner to Oregon Community Colleges

Ferguson Wellman Capital Management, founded in 1975, began its first Oregon community college foundation partnership in 1993.

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.

For over five decades, Ferguson Wellman has been a thoughtleader for clients and the community, producing content suitable for all audiences. To subscribe to our blog featuring articles about investments, wealth management topics and subjects relevant to institutions subscribe here.

At Ferguson Wellman, financial literacy is central to how we serve clients and our community. Through education and accessible resources, we help individuals make informed financial decisions with confidence.

Our DollarSense™, financial education initiative offers practical insights, market perspectives and resources to help navigate important financial decisions. Access our 18 DollarSense™ videos on YouTube.

We appreciate the opportunity to sponsor this year’s OCCA Conference. Our colleagues Krystal Daibes Higgins, CFA, and Mary Faulkner look forward to connecting with you in Sunriver.

If you are interested in learning how Ferguson Wellman might assist you, your college or your foundation, please contact us here.

About Ferguson Wellman

Ferguson Wellman is a registered investment adviser managing $2.8 billion in assets for 125 institutions†. We partner with several community colleges in Oregon as well as several other higher-education institutions. You can learn more about how we serve institutions like these on our Institutional Services page.

†As of September 30, 2026

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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