SEC

InvestmentNews Magazine Names Ferguson Wellman to Top Regional Fee-Only RIAs List

InvestmentNews Magazine Names Ferguson Wellman to Top Regional Fee-Only RIAs List

Ferguson Wellman Capital Management has been named by InvestmentNews to its “Top Regional Fee-Only RIAs in the West” list, ranking 11 out of 25 advisers.

Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List

Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List

Ferguson Wellman Capital Management was recently named by Financial Planning magazine to their “RIA Leaders 2022: Top 150 Fee-Only RIA Firms” ranking. The firm was listed at 23 of 150 companies.

Gaining Altitude: Alternatives Fly Above the Radar

Gaining Altitude: Alternatives Fly Above the Radar

It would appear that the alternative investment industry has the complete focus of the SEC, and it is not hard to see why. Attracted by the high return potential and uncorrelated nature of many alternatives, sophisticated investors from significant pension plans, sovereign wealth funds, family offices and high-net-worth individuals have significantly increased allocations to the asset class over the last few decades.

GameStop: What's the Deal?

GameStop: What's the Deal?

This week, the conversation around the virtual water cooler centered on the unexpected and meteoric rise of GameStop’s stock price. The movie-worthy combination of hedge funds, internet forums and a 2,700 percent stock price jump culminated in worldwide news headlines and questions from our clients. Most notably, clients are asking: What is going on with GameStop and how is this impacting the rest of the market?