Ferguson Wellman Capital Management and West Bearing Investments were recently named by Portland Business Journal to their Oregon and S.W. Washington Money Management Firms list, ranked at fifth out of 44 companies.

The publication constructed the list by surveying money management firms and then ranked them according to assets under management in Oregon and S.W. Washington as of May 31, 2021. Ferguson Wellman and West Bearing manage over $7.47 billion in total, $4.91 billion exclusively related to Oregon and Clark County, Washington (data as of May 31, 2021).

“Though it is flattering to be listed among the largest investment advisors in the region, more significantly, such occasions afford us the opportunity to humbly reflect on the privilege our clients have given us by entrusting us with the management of their assets,” said George Hosfield, CFA, director and chief investment officer.

Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $7.5 billion for more than 890 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million. (data as of June 30, 2021).

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Methodology and Disclosures:

Portland Business Journal produced their 2021 Oregon and S.W. Washington Money Management Firms list by ranking the companies according to Oregon and S.W. Washington assets under management (AUM), both global AUM and Oregon and S.W. Washington specifically. The research and ranking were gathered and distributed by the National Credit Union Administration for Portland Business Journal. Ferguson Wellman and West Bearing (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. The rating category is money managers in Oregon and S.W. Washington, the number of firms surveyed was 123, and 44 firms responded and were listed. The percentage of advisers that made the list was 36 percent. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Portland Business Journal and the National Credit Union Administration conducted this survey and Ferguson Wellman did not pay a fee to participate in this survey.