
Ferguson Wellman
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Beware of fraudulent job listings. We have recently been made aware of a fake job listing using our firm's name. While Ferguson Wellman positions may be found on many sites, this website will show all open positions with the most up-to-date information.
As part of our milestone anniversary, Ferguson Wellman is promoting education on investing and personal finance fundamentals. Visit our DollarSense page to utilize our self-paced, microlearning videos and activities.
News and Views from Ferguson Wellman and West Bearing Investments
Independence Day may evoke visions of fireworks and parades or perhaps memories of the 1996 summer blockbuster movie where aliens hovered over The White House. While no actual fireworks or aliens were involved, this past Tuesday was probably the most pressing “Independence Day” for our country’s central bank as Federal Reserve Chair Jerome Powell’s political independence was put to the test.
It can be stressful to watch your investments go up and down as markets fluctuate in response to economic policy changes. KPTV's Spencer Schacht sat down with our colleague Jason Norris, CFA recently to discuss investors' concerns - and how to stay the course.
Estate planning is critical for protecting your wealth and ensuring your wishes are followed during your life and beyond. This quarter's Wealth Management Insights video explores key components of an effective estate plan and how to incorporate flexibility when needed.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here