Ferguson Wellman Capital Management has been named by InvestmentNews to its “Western Success Stories” list, ranking 11 out of 15 advisors.
Cole Quoted in The Bulletin
Cascade Bancorp, the parent company of Bend-based Bank of the Cascades, is seeing strong growth across its Northwest footprint as a result of the economy and recent acquisitions, CEO Terry Zink said Wednesday. “The many strategic investments we have made are fueling our growth,” Zink said during a conference call with investors on third-quarter earnings.
Kralj Speaks at Bend Chamber’s Economic Forecast Breakfast
The recession is in the rear view mirror, panelists told an audience of more than 300 at the Bend Chamber’s annual Economic Forecast Breakfast.
“The news delivered by our panelists was not as grim as one might have thought,” said Bend Chamber EVP of Programs and Events Robin Rogers. “The overarching forecast was, 2017 will actually be better than 2016 and, 2018 should also be a growth year.”
Kralj Quoted in The Bulletin
Central Oregon’s economic expansion has slowed, but that doesn’t mean another recession is around the corner, according to the panel at the annual Economic Forecast Breakfast, presented Thursday by the Bend Chamber of Commerce.
Norris Quoted in Barron’s
After the financial crisis of 2008-09, resilient investors made U.S. stocks great again. Whether lured by the hope of renewed earnings growth or a dearth of attractive alternatives, they piled into the market, pushing the major indexes to successive peaks.
Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards
PORTLAND, Ore. – October 14, 2016 – Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Cole Quoted in Bloomberg
Originally appeared on Bloomberg.com on September 28, 2016
Stumpf’s Pay Cut Eclipsed by Fury as Yellen, State Join In
Wells Fargo & Co. Chief Executive Officer John Stumpf gave up $41 million to buy a reprieve from the bank’s widening scandal.
Financial Times Names Ferguson Wellman and West Bearing to Top 300 RIA List
PORTLAND, Ore. – Ferguson Wellman Capital Management and West Bearing Investments were 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 an
Ferguson Wellman Ranked a "Top RIA" by Financial Advisor
July 12, 2016 – Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company.
Financial Advisor named Ferguson Wellman 45 out of 205 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the
Ferguson Wellman Ranked Fourth on Portland Business Journal Money Management Firms List
PORTLAND, Ore. – July 8, 2015 – 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 2016 Wealth Management and Financial Services Guide.
Garcia Hired as Chief Technology Officer
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.
Julie Cooling Speaks with Mark Kralj on Forbes' RIA Channel
Julie Cooling from Forbes’ RIA Channel, meets with Mark Kralj, principal and portfolio manager. They discuss Ferguson Wellman’s investment platform and strategy as well as why we work with individual securities.
Cole Quoted in The Oregonian
Judith and Cliff Allen have owned the modest Marcus Apartments in Portland's Irvington neighborhood since 1979. They personally know their 10 tenants, many of whom have lived there long-term and pay rents that these days are below the market rate. The building is 50 years old, but the renters like having hands-on landlords, said the Allens, who live in Clackamas County.
Hosfield Quoted in Alaska Airlines Magazine
This month, Alaska Airlines Magazine includes an article on page 85 titled, "What Kind of Investor Are You?" Quotes from George Hosfield, CFA and chief investment officer, can be found on page 94 of this digital edition of the publication. Click here to access the magazine.
Cole Quoted in Portland Tribune
“It was a tumultuous end to 2015 with the stock market and the GDP coming out lower than expectations,” said Kellie Holloway, Senior International Trade Specialist with the U.S. Commercial Service.
Cole Quoted in the Business Journal
Portland’s commercial and residential real estate markets are on fire. Home prices and apartment and office rents are soaring, and even with a full pipeline of new multifamily and commercial office buildings coming online in 2016, the consensus is that demand will not be sated.
Rainer Quoted in the Register Guard
Lane Community College student body President Ashley Jackson, standing in front of more than 200 people on the second floor of the college’s Center Building on Wednesday afternoon, smiled as she thought about what she won’t miss
Norris Quoted in the Portland Tribune
Speaking before a packed Portland Business Alliance audience, economist John Mitchell predicted that the region’s economy will continue to expand at an annual rate of about two percent through 2016.
Steve Holwerda Interviewed by POrtland Business Journal
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,
Cole and Houle Quoted in Bend Bulletin
For investors, this year started with more than a passing resemblance to 2015, according to executives at Portland-based investment firm Ferguson Wellman Capital Management.
At the firm’s annual investment outlook Wednesday at Deschutes Brewery, in Bend, two Ferguson Wellman vice presidents advised cautious optimism. They took their theme from the