Ferguson Wellman Overview |
who WE ARE who WE SERVE what WE DO
WE ARE a PRIVATELY OWNED, INVESTMENT ADVISORY FIRM
serving individuals, families and institutions.
For more than 40 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 $8.4 billion for 990 clients. (updated quarterly, as of December 31, 2023)
We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs. Our private family office, Octavia Group, provides a suite of services that bring order and clarity to clients’ entire financial well-being. It is designed exclusively for our clients who have a minimum of $10 million managed by our firm.
"Never let the future disturb you. You will meet it, if you have to, with the same weapons of reason which arm you today against the present."- Marcus Aurelius |
our PHILOSOPHY + APPROACH
We believe
Our clients hire a team,
not an individual.
Each client is serviced by their portfolio manager and relationship associate, who address both day-to-day needs as well as long-term strategies and planning. Every client is also supported by a team of analysts and other professionals who share their expertise and experience on a myriad of issues that protect, inform and benefit our clients.
Meet our team
Using individual securities
provide many benefits to our clients.
Individual securities allow greater control and flexibility so we can optimize clients’ tax situation and reduce fees. Through this approach, we can achieve diversification and tailor each portfolio specifically to every client’s risk tolerances and return requirements. Individual securities also afford us the ability to structure portfolios to meet a client’s liabilities, cash flow or income needs by limiting the sale of securities to raise cash. This reduces transaction costs to the portfolio.
Learn more about our investment strategies
WE ACHIEVE BETTER CLIENT SERVICE
through managing our growth and retaining talent.
Since our inception in 1975, Ferguson Wellman has been an independent, employee-owned firm solely dedicated to investment management. Contrary to industry trends, we are committed to maintaining our employee ownership structure, as we believe it best serves our clients. We believe in managing our company growth carefully in order to continue providing the high level of personalized service our clients have expected from us for more than 40 years.
