INSTITUTIONAL SERVICES
For more than 40 years, we have served a wide range of institutions including:
foundations and endowments
for Nonprofits
corporate retirement
and pension plans
Working with a consultant or a board of trustees, Ferguson Wellman and West Bearing Investments are tasked with managing a specific investment strategy or a balanced portfolio. In addition to developing or adhering to an institution’s investment policy guidelines, clients seek our expertise in:
Providing comprehensive financial analysis
Determining and regularly reviewing asset allocation strategy
Developing short- and long-term plans and cash flow/operating fund contingencies
Educating boards and trustees in investment issues
Planning distribution of grants
Connecting nonprofits with community and philanthropic resources
Providing institutional knowledge and guidance for new trustees
Analyzing past market activity and forecasting future trends
Committing to shared values in relation to community involvement