Corporations

  • Assets under management: $388 million
  • Total client relationships: 82
  • Portfolio minimum: $3 million
  • Average account size: $4 million
    (updated quarterly – as of 12/31/13)
  • 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.