George Hosfield CFA

Ferguson Wellman 73 on Barron’s Top 100 RIA Firms List for 2023

Ferguson Wellman 73 on Barron’s Top 100 RIA Firms List for 2023

Ferguson Wellman Capital Management was listed 73 out of 100 in the U.S. on Barron’s* annual “2023 Top 100 RIA Firms” list and in The Wall Street Journal.* Ferguson Wellman is the only registered investment advisory (RIA) firm recognized in Oregon.

Investment Strategy Video: Inflation's Flame Flickers

Investment Strategy Video: Inflation's Flame Flickers

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.

CNBC and Financial Advisor Names Ferguson Wellman to 2023 RIA Ranking

CNBC and Financial Advisor Names Ferguson Wellman to 2023 RIA Ranking

Ferguson Wellman and West Bearing were recently named by CNBC and Financial Advisor to their “FA 100: Top-Rated Financial Advisory Firms of 2023” ranking. The firm was listed at 21 of 100 companies.

Market Letter: Stalemate

Market Letter: Stalemate

Read Market Letter for the first quarter of 2023 titled, “Stalemate.”

Investment Strategy Video: Stalemate

Investment Strategy Video: Stalemate

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.

2021 Annual Report

2021 Annual Report

2021 Annual Report

Outlook 2022: Extraordinary to Ordinary

Outlook 2022: Extraordinary to Ordinary

Our annual publication that discusses our investment strategies, Outlook 2022.

Year-End Insights: Certain Strategies for Uncertain Times

Year-End Insights: Certain Strategies for Uncertain Times

Video recording of the webinar hosted on October 13, 2021 titled, “Certain Strategies for Uncertain Times.”

Fourth Quarter 2021 Investment Strategy Video

Fourth Quarter 2021 Investment Strategy Video

Chief Investment Officer George Hosfield, CFA, discusses our fourth quarter theme, “Speed Bumps.

Fourth Quarter 2021 Market Letter: Speed Bumps

Fourth Quarter 2021 Market Letter: Speed Bumps

Our Market Letter publication for fourth quarter 2021.

Third Quarter 2021 Investment Strategy Video: Coming in Hot

Third Quarter 2021 Investment Strategy Video: Coming in Hot

George Hosfield, CFA, chief investment officer and director of the firm, discusses our third quarter outlook.

2020 Annual Report

2020 Annual Report

2020 Annual Report

Q&A from Investment Outlook 2021

Q&A from Investment Outlook 2021

Answered questions from our live Investment Outlook 2021.

Investment Outlook 2021: Back to the Future

Investment Outlook 2021: Back to the Future

Investment Outlook 2021 virtual event page.

Dan Clifton Post-Election Discussion Webinar Recording

Dan Clifton Post-Election Discussion Webinar Recording

On November 20, we hosted a post-election discussion with Dan Clifton, head of policy research at Strategas Securities.

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Fourth Quarter 2020 Investment Strategy Video: (I Can't Get No) Satisfaction

Chief Investment Officer George Hosfield, CFA, presents the Investment Strategy Update for the fourth quarter of 2020 titled (I Can't Get No) Satisfaction.

Ferguson Wellman Named to Top RIAs List by Barron's

Ferguson Wellman Named to Top RIAs List by Barron's

Ferguson Wellman was named to Barron’s 2020 Top 100 RIA firms ranking.

Mid-Quarter Investment Strategy Update Webinar

Mid-Quarter Investment Strategy Update Webinar

Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.

Third Quarter 2020 Investment Strategy Video: Start Me Up

Third Quarter 2020 Investment Strategy Video: Start Me Up

We are pleased to present our Investment Strategy Video for the third quarter of 2020 titled, “Start Me Up.”

Second Quarter 2020 Investment Strategy Video: Gimme Shelter

Second Quarter 2020 Investment Strategy Video: Gimme Shelter

We are pleased to present our Investment Strategy Video for the second quarter of 2020 titled, “Gimme Shelter.”