Ferguson Wellman Capital in Bellevue, WA, provides Institutional Services tailored to foundations, endowments, corporate retirement plans, and pension funds for over 40 years. Collaborating closely with consultants or boards of trustees, the firm offers comprehensive financial analysis, asset allocation strategies, and long-term financial planning. Services include educating boards on investment issues, facilitating grant distribution, and fostering community connections. With a commitment to shared values and institutional expertise, Ferguson Wellman Capital guides clients through market activities, ensuring alignment with their mission and values.
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