We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
Market Letter Third Quarter 2024
Market Letter Second Quarter 2024: So Far, So Good
We present Market Letter publication for the second quarter 2024 titled “So Far, So Good” in which Chief Investment Officer George Hosfield, CFA, outlines our belief the Fed remains on course to deliver an ever-so-rare soft landing to this inflationary cycle. Dean Dordevic writes about the Japanese economy and Warren Buffett’s investment there in recent years since the introduction of the “Corporate Governance Code” and Jason Norris, CFA, provides an update on equity market valuations and how investors expect the market to grow for the remainder of the year.
Fourth Quarter 2023 Market Letter: Inflation's Flame Flickers
Presenting our fourth quarter 2023 publication of Market Letter titled, “Inflation’s Flame Flickers.”
Third Quarter 2022 Market Letter: Balancing Act
Read our Market Letter publication for the third quarter 2022 titled, Balancing Act, in which George Hosfield, CFA, Dean Dordevic and Brad Houle, CFA, share our thoughts on inflation, interest rates, recession risk and how to position portfolios in this environment.
Second Quarter 2022 Market Letter Publication: Kryptonite
The second quarter 2022 issue of Market Letter, our quarterly investment publication, titled, Kryptonite.
Ferguson Wellman's 40-Year Report
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.
Four More Professionals Receive Five Star Wealth Manager Designation
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.