50 years of Growth, Stability and Service

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.


Awards, Rankings and Certifications


 

latest publications

annual Report

investment Video

market Letter

wealth management insights

 

 

Ferguson Wellman Coin

on the blog

"TO COIN A PHRASE"

News and Views from Ferguson Wellman and West Bearing Investments

 
 

investment principles

At Ferguson Wellman,

we take a disciplined approach to investing.

Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here

know the Environment

identify opportunities

manage risk

focus on the long term