Serving Nonprofit Clients is the Foundation of Our Work • Community support: We manage $897 million for 61 nonprofits and volunteer on more than 50 boards and committees • Expertise and experience: Customized investment strategies and holistic wealth management solutions from a team holding 55 professional degrees and designations • Diverse client base: With offices in Portland and Bellevue, we manage $9.7 billion in assets for 1,050 individuals, families, corporations, foundations, endowments and Taft-Hartley plans • Broad ownership: 37 of our 63 employees are shareholders Data as of June 30, 2025 In 2025, Ferguson Wellman celebrates 50 years. Our journey has always been defined by our mission: investment excellence, lifelong relationships. The renovated main terminal of Portland International Airport was the perfect setting to capture this moment in our history. It reminds us that as we navigate the highs and lows of the capital markets, we endeavor to create meaningful connections with clients and professional partners. In our fiftieth year, we are donating $50,000 to support schools and nonprofits providing financial literacy to students and their communities. DollarSense is designed to provide participants with a fundamental understanding of investing and budgeting basics.Through12 videos, participants will learn or be reminded of essential investing concepts, such as stocks, bonds and asset allocation, as well as strategies for saving, taxes and risk management. Whether you’re looking to improve your financial literacy or brush up on some key concepts, DollarSense has something for everyone. Access videos using the QR code below. To celebrate 50 years in business, we’ve shared our client education program - free to the public. DollarSense offers two self-paced, microlearning programs: Investing Essentials and Money Matters.
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