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
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
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
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
Outlook 2022: Extraordinary to Ordinary
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 Market Letter: Speed Bumps
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
Q&A from Investment Outlook 2021
Investment Outlook 2021: Back to the Future
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
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
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
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
We are pleased to present our Investment Strategy Video for the second quarter of 2020 titled, “Gimme Shelter.”