
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
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
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
Equity markets surged on Monday only to come under pressure to close the week at a 1.5% loss. Absent a rally greater than 4% on Monday, this will be the first quarter since the summer of 2023 when investors have lost money in domestic stocks.
Something is happening that hasn’t occurred in a very long time – international stocks are outperforming the U.S. markets. This shift marks a significant departure from the long-standing dominance of U.S. equities, which have historically been driven by robust earnings growth and technological innovation.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here