Corporations

• Assets under management: $323 million
• Total client relationships: 80
• Portfolio minimum: $2 million
• Average account size: $4 million
  (updated quarterly – as of 03/31/13)

• Ferguson Wellman serves a variety of corporations through investment management of their pensions and reserves
• Many of our corporate clients have grown with us over the years and we continue to serve the first corporation that hired us in 1976
• We work closely with a corporation’s CFO and board of directors to establish and regularly review their investment policy to ensure alignment with client needs and market conditions
• Corporations typically employ a blend of appropriate investment strategies to address:
  • Asset allocation
  • Consistent growth across a designated time horizon
  • Risk mitigation through diversification
  • Distribution of funds and availability of liquid assets to pay benefits

Please visit our Institutional Management and Investment Strategies sections for more information on how we serve our clients.