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 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.
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.
While it was a relatively quiet week of macroeconomic news, investors are still busy making sense of the inflation and interest rate paradox: that is, inflation stoking recession fears, but also rising rates to combat inflation also stoking recession fears.
In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Mary Lago, CFP®, CTFA, chair of Ferguson Wellman and West Bearing's wealth management committee, discusses strategies to create a legacy for future generations of your family.
For the week the equity markets were lower by more than three percent as investors reacted to the news that President Trump intends to impose a 25 percent tariff on steel imports and a 10 percent tariff on aluminum imports fueling fear of protectionist economic policy.
After eight consecutive days of positive returns, U.S. equities closed slightly lower Friday and finished the week up 1.10 percent. Emerging markets, up 2.75 percent, extended the lead as the best performing asset class of 2017 with a total return greater than 30 percent.
Ferguson Wellman Capital Management and its division, West Bearing Investments, are pleased to announce that the firm has been named by Portland Business Journal as top money managers in their 2017 Money Management Firms list.
Portland Business Journal ranked Ferguson Wellman fourth in Oregon and Southwest Washington on their list of 25 money managers. The listing was created by calculating the total number of assets under management for Oregon and Clark County, Washington clients as of May 31, 2017. Forty firms were originally surveyed.
“We are always glad to see our firm listed among our Oregon and SW Washington peers. It is a real testament to the hard work and dedication of everyone at Ferguson Wellman, but even more importantly to the wonderful clients we serve,” said Jim Rudd, principal and chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 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 January 1, 2017).
Disclosures: Portland Business Journal produced this list by soliciting firms in Oregon and Southwest Washington for information regarding their assets under management. Ferguson Wellman (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 the Top 25 in the Financial Services Guide, forty firms were surveyed and 62.5 percentage of advisers polled received a ranking. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.
Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company. Financial Advisor named Ferguson Wellman 55 out of 214 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks companies according to their assets under management as reported in their ADV forms. All firms must provide financial planning services to individual clients in order to be considered for the list.
Financial Times Names Ferguson Wellman Capital Management
to Top 300 Registered Investment Advisers List
Ferguson Wellman Capital Management was recently named by Financial Times to their “FT 300 Top Registered Investment Advisers” list.
According to their detailed methodology, the RIAs are first examined via the RIA database and then only firms with $300 million or more in assets under management are considered. Next, the financial publishing company uses a formula based on six criteria and calculates a numeric score for each. Among the items of consideration are adviser assets under management, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. According to the editors of the FT 300 RIA list, it is “presented as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the firms’ different approaches and different specializations.” Over 725 RIA firms applied to be selected and of the 300 that made the list, only five firms from Oregon were selected.
“We are always pleased to see our firm mentioned on these lists among our peers,” said Jim Rudd, principal and chief executive officer. “It is a testament to the hard work and dedication of everyone at Ferguson Wellman and West Bearing, but even more importantly, to the clients we serve.”
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 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 January 1, 2017).
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Methodology and Disclosure from Financial Times:
The fourth edition of the Financial Times 300 has assessed registered investment advisers (RIAs) on desirable traits for investors. To ensure a list of established companies with deep, institutional expertise, we examine the database of RIAs registered with the U.S. Securities and Exchange Commission and select those that reported to the SEC and select those that had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies – more than 2000 – to complete a lengthy application that gave us more information about them. We added to this with our own research into their practices, including data from regulatory filings. Some 725 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows: AUM signals experience managing money and client trust. AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on both one-year and two-year growth rates. Companies’ years in existence indicates reliability and experience of managing assets through different market environments. Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems. Industry certifications (CFA, CFP, etc.) shows the company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills. Online accessibility demonstrates a desire to provide easy access and transparent contact information. Assets under management and asset growth, combined, comprised roughly 65 to 70 percent of each adviser’s score while asset growth accounted for an additional 10 to 15 percent. Additionally, the FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the U.S. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the firms’ different approaches and different specializations. The research was conducted on behalf of the Financial Times by Ignites Distribution Research, a Financial Times sister publication.
Additional Disclosures:
Financial Times produced this list by Ignites Distribution Research, a sister company of Financial Times. Ferguson Wellman (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 the top 300 registered investment advisers, the number of firms surveyed was 725, and the percentage of advisers that received the rating of top 300 RIAs was 41 percent. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.
Global elections continue to stir up markets this week. U.S. stocks and the dollar rose as the British pound declined after the U.K.’s Conservative Party lost its parliamentary majority just as the Brexit negotiations begin
Political risk has always been frustrating for investors. We like the rules of the game to be known and the playing field level. Any kind of uncertainty leads to volatility in markets. While many believed that the Republican sweep would deliver pro-growth initiatives, Trump’s troubles have led to concerns regarding those outcomes.
As traders were nursing their wounds from early bracket pains, the market saw that U.S. stocks were muted this week, up 0.2 percent. Investors’ reactions to finally getting the anticipated Fed rate hike were tempered by oil production figures from OPEC, causing concern early in the week.
PORTLAND, Ore. – March 1, 2017 – Ferguson Wellman and its division, West Bearing Investments, is pleased to announce that Charissa Anderson, CFP®, has joined the firm as senior vice president and portfolio manager.
With more than 13 years of wealth management experience, Anderson came to Ferguson Wellman after working at Umpqua Private Bank as a private banker for high-net-worth individuals. Prior to Umpqua Private Bank, Anderson worked for US Trust in private wealth management. Anderson is a Portland native and graduated from Portland State University with a B.S. in psychology. She earned her Certified Financial Planner® designation and Executive Certificate in Financial Planning from the University of Portland.
“Charissa has significant experience working with wealth management and high-net-worth individuals,” said Josh Frankel, executive vice president of West Bearing Investments. “Her expertise will certainly benefit our clients and she shares our core values. We are looking forward to her joining our team, serving clients and focusing on company growth.”
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 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 January 2017).
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Ferguson Wellman Capital Management recently promoted three professionals, Scott Christianson, CFP®, Josh Frankel, CFP®, and Peter Jones. Christianson has been promoted to senior vice president, Frankel, has been promoted to executive vice president and Peter Jones has been promoted to vice president.
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “Most Admired Company.” Of the 10 financial services companies listed in the top tier, Ferguson Wellman was ranked second. Over 127 companies received votes in the financial services category.
