- Ferguson Wellman
Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest As of January 1, 2024, Ferguson Wellman serves more than 1,026 clients and manages $8 9 billion in assets for individuals and families, union and corporate retirement plans, endowments and foundations
- Our Team - Ferguson Wellman
Meet the team behind your portfolio The average firm tenure of our investment professionals is 12 years, which provides clients with continuity and a deep understanding of their needs To learn more about the credentials and designations of our team,
- About - Ferguson Wellman
For 50 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans Ferguson Wellman and its division, West Bearing Investments, manage $8 9 billion for 1,026 clients (updated quarterly, as of December 31, 2024)
- Investment Offerings - Ferguson Wellman
Ferguson Wellman provides a comprehensive suite of investment strategies that are developed by our own team of analysts using primarily individual securities The strategy we craft for each asset class is mindful of how much risk we are willing to assume in exchange for an anticipated return
- Intro — Ferguson Wellman
For 50 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans Ferguson Wellman and its division, West Bearing Investments, manage $8 9 billion for 1,026 clients (updated quarterly, as of December 31, 2024)
- Our Company Culture - Ferguson Wellman
At Ferguson Wellman and West Bearing Investments, diversity, equity and inclusion are elemental to who we are and undeniably intrinsic to what we seek to achieve: Investment Excellence and Lifelong Relationships We believe our collective perspectives, experiences and values are what propels us to innovate, which ultimately provides the best
- Wealth Management - Ferguson Wellman
Wealth planning at Ferguson Wellman and West Bearing is a comprehensive process of understanding our clients' financial circumstances and their unique goals and values
- Contact - Ferguson Wellman
While Ferguson Wellman positions may be found on many sites, this website will show all open positions with the most up-to-date information
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