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.”
In spring 2023, members of our team have hosted events throughout the Pacific and Inland Northwest. Following our “tour,” we created a video of our presentation for clients who missed an event or don’t reside in the Northwest.
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.
Ferguson Wellman is pleased to announce that Michael Garcia has joined the firm as chief technology officer. He is responsible for strategic planning and implementation of all information systems and related hardware, integration of all existing and new operation systems and management of all technology vendor relationships.
A cast iron mechanical bank is a fitting symbol for Ferguson Wellman Capital Management. The Portland investment firm, which this year is celebrating its 40th anniversary, manages more than $4.3 billion for 743 wealthy clients and is known for strength, solidity and an approach to investing that steers away from risk. Not surprisingly,
PORTLAND, Ore. – December 10, 2015 – Ferguson Wellman is pleased to announce that Mary Lago, CTFA, has joined the firm as executive vice president and a member of the firm’s wealth management committee.
With more than 15 years of experience in the financial industry, Lago came to Ferguson Wellman after working at Washington Trust Bank as vice president and regional manager for wealth management and trust services. At Washington Trust and at previous employers, she worked in personal trust administration and trust management. She began her career in the 1990s in Silicon Valley during the technology boom, later establishing the trust company at First Republic Bank. Lago has expertise on the topics of charitable planning in a low interest rate environment, selecting a trustee, establishing investment policy guidelines, managing cash flow and charitable giving components on installment sales and assisting clients with multi-generational wealth transfers. She is a frequent speaker for the Oregon State Bar and other organizations on the topic of estate and trust planning. Lago is a certified trust and financial adviser and graduated from Linfield College with a B.S. in business administration.
“Mary has significant experience working with investment management and trust services,” said Steve Holwerda, CFA, chief operating officer and principal at Ferguson Wellman. “She is a proven leader and 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 2015, the firm manages over $4 billion for more than 700 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 2015).
# # #
PORTLAND, Ore. – December 4, 2014 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by the Portland Business Journal as one of the Most Admired Companies. Of the twelve financial services companies listed in the top ten (one spot was a three-way tie), the firm was ranked fifth. This is the tenth consecutive year that the company has made this exclusive list. The list is compiled by surveying over 2,600 CEOs across the state of Oregon and southwest Washington. The CEOs were asked to select three companies they most admired in eight industries. They were also asked to rate the two companies they selected in each category on the following attributes: (1) innovation (2) quality of services or products (3) community involvement and (4) quality of management and (5) branding and marketing.
“We are thrilled to have been selected, along with many other companies that we respect and admire throughout this great state,” said Steve Holwerda, CFA, chief operating officer and principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm, established in the Pacific Northwest. With more than 690 clients, the firm manages $4.1 billion in assets that comprise union and corporate retirement plans; endowments and foundations; and individuals. (as of 9/30/14)
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.
###
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.
