
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
One of the sayings most often heard in our firm is, “It’s not about timing the market”—it’s about time in the market. With this long-term view in mind, one might ask why we spend so much time preparing our Outlook each year when the messaging has been consistent over the years. Simply put, each year brings new challenges for investors, but our commitment to clients is to stay focused on the long term.
According to the latest report by Cerulli & Associates, $124 trillion is expected to change hands by 2048. Just under 15% is expected to be given to charity and the remaining balance will go to heirs.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here