George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
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.
Quarterly publication discussing our investment strategies and the capital markets for the second quarter of 2021 titled, “Approaching 88 MPH.”
Despite the technology-led gains of U.S. equities so far this year, uneasiness abounds as the world adjusts to life with COVID-19. While roughly half the jobs lost to this year’s steep and short recession have already been recouped, many investors fear the day when the bill for massive stimulus comes due.
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.
Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.
On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.
George Hosfield, CFA, chief investment officer, and Brad Houle, CFA, head of fixed income, gave a mid-quarter strategy update on May 19, 2020. To view this webinar, click the image below.
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 seven out of 50 companies.
The publication constructed the list by surveying over 50 money management firms and then ranked them according to assets under management in Oregon and S.W. Washington as of May 31, 2019. While Ferguson Wellman and West Bearing manage over $5.5 billion in total, the ranking was exclusively related to Oregon and S.W. Washington assets.
“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 $5.5 billion for more than 830 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 $750,000. (data as of June 30, 2019).
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Methodology and Disclosures:
Portland Business Journal produced their 2019 Oregon and S.W. Washington Money Management Firms list by ranking the companies according to Oregon and S.W. Washington assets under management. The research and ranking were gathered and distributed by 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 given the opportunity to participate was 130, the number of respondents to the survey was 53 and the percentage of advisers that made the list was 94 percent. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.
Matt Kish, banking and finance reporter for Portland Business Journal, spent some time with us in recent weeks to learn more about our fourth ownership transition process that began the end of 2017. We also had the opportunity to share with Matt that Ralph Cole, CFA, joined our board of directors this year. On June 30, Mark Kralj became director emeritus and we are delighted that he will continue to be involved with our firm for the next year until his retirement.
We are pleased to present our firm's 40-Year Report. In addition to sharing some milestones Ferguson Wellman and West Bearing Investments reached in 2015, we have collected facts, history and imagery that reflect who we are as a company and how Ferguson Wellman has grown over four decades. To read the report, please click here.
This month, Alaska Airlines Magazine includes an article on page 85 titled, "What Kind of Investor Are You?" Quotes from George Hosfield, CFA and chief investment officer, can be found on page 94 of this digital edition of the publication. Click here to access the magazine.
The slowing Chinese economy is ripping through markets, but Ferguson Wellman Capital Management is telling clients not to worry too much because the U.S. economy remains strong.
We are pleased to present our Investment Outlook: Fourth Quarter 2014 video titled, "Not Too Hot, Not Too Cold." This quarter, Chief Investment Officer George Hosfield, CFA, addresses the factors contributing to recent market volatility and what that means for our outlook going forward.
To view our Investment Outlook video, please click here or on the image below.
We are pleased to present our Investment Outlook: Third Quarter 2014 video titled, "Back on Track." This quarter, Chief Investment Officer George Hosfield, CFA, discusses how despite starting the year with a winter-induced swoon, the equity markets have nearly realized the “average annual return” that we predicted in January for the entire year. That said, we believe that an improving labor market, a strengthening economy, rising earnings, low interest rates and reasonable multiples provide a backdrop for further equity gains.
To view our Investment Outlook video, please click here or click on the image below.
PORTLAND, Ore. – June 3, 2014 – For the fourth consecutive year, several Ferguson Wellman portfolio managers have been recognized as Five Star Wealth Managers by Portland Monthly magazine. Nathan Ayotte, CFP®, Ralph Cole, CFA, Helena Lankton and Jason Norris, CFA, were among the professionals honored. This adds to others in our firm who have been listed as Five Star Wealth Managers, including Dean Dordevic, Lori Flexer, CFA, Marc Fovinci, CFA, Steve Holwerda, CFA, George Hosfield, CFA, Mark Kralj, and Jim Rudd. The Five Star Wealth Manager distinction is a select award recognizing wealth managers that provide quality services to clients, with approximately 13 percent of the wealth managers in the greater Portland area earning this designation.
“We are very pleased that so many of our portfolio managers have been recognized by Portland Monthly and Five Star Professionals for this award,” said Jim Rudd, principal and chief executive officer. “This honor speaks to the investment expertise and experience these professionals bring to our clients.”
The Five Star Wealth Manager designation is based upon 10 objective eligibility and evaluation criteria, ranging from credentials to regulatory history to client retention, that are associated with wealth managers who provide quality service to their candidates. Candidates with “an established practice, good client relationships and a strong reputation” are nominated by peers and firms and verified against the criteria (source: Five Star Wealth Manager Award Program Summary and Research Methodology).
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves more than 650 clients with assets starting at $3 million. The firm works with individuals and institutions in 35 states with a concentration of those clients in the West. Ferguson Wellman manages $3.9 billion that comprises retirement plans; endowments and foundations; and separately managed accounts for individuals and families. In 2013, West Bearing Investments was established, a division of Ferguson Wellman, that manages investment portfolios starting at $750,000. All company information listed above reflects 3/31/14 data.
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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,558 Portland wealth managers were considered for the award; 190 (13 percent of candidates) were named Five Star Wealth Managers.
We are pleased to present our Investment Outlook: Second Quarter 2014 video titled, "Spring Thaw". This quarter, Chief Investment Officer George Hosfield, CFA, discusses how the weather impacted the economy and what we believe that means for the continued recovery.
To view our Investment Outlook video, please click here or click on the image below.
We are pleased to present our Investment Outlook: First Quarter 2014 video titled, “Removing the Training Wheels.” This quarter, Chief Investment Officer George Hosfield, CFA, discusses how the Fed will approach tapering of quantitative easing and what we believe will occur in the economy, particularly in regards to the unemployment rate, interest rates and stock market return expectations.
To view our Investment Outlook, please click here or on the image below.
