Ferguson Wellman and West Bearing were named to the 2021 Powerbook: Financial Planners.
Pahlow Discusses Year-End Financial Planning Strategies on KOIN
Christianson in Portland Monthly Supporting Meals on Wheels People
Scott Christianson, CFP®, executive vice president, and his wife, Lauren, were recently featured in Portland Monthly Magazine’s Portland Pages for the Donate Dinner fundraiser on behalf of Meals on Wheels People in collaboration with New Seasons.
Cole Interviewed by KXL Radio
Lago Quoted in Forbes on the Topic of Giving with Impact
Forbes published an article titled, “Insightful Investing: Giving with Impact.” In it, our colleague, Mary Lago, CFP®, CTFA, shares the fulfillment she experiences when guiding clients toward philanthropy that’s aligned with their values.
Frankel Interviewed by KXL Radio
Mary Lago on KOIN's Wallet Wednesday
Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.
Ferguson Wellman Named to Top RIAs List by Barron's
Mary Lago Discusses Economic Impact of Wildfires
Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.
Camaraderie and Cleanup in Downtown Portland
Hosfield Appears on Medford's KDRV
Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.
Norris Interviewed on Boise State Public Radio
Jason Norris, CFA, recently spoke with Gemma Gaudette, Daily Show Host for Boise State Public Radio’s “Idaho Matters” news program.
Cole Interviewed on KPTV
Ralph Cole, CFA, director at Ferguson Wellman, was interviewed on KPTV regarding stock market volatility during the COVID-19 outbreak.
Cole and Lago Quoted in Portland Tribune
Christianson, Harding and Havnaer Receive Promotions
Promotions within our company are something worth celebrating. Three professionals representing different teams were recognized for their accomplishments at Ferguson Wellman.
Gratitude for Dr. Brian Druker
Norris Interviewed on Public Radio
Jason Norris, CFA, visits his home state to talk about Idaho’s economy, tariffs and ESG investing with Boise Public Radio.
Portland Business Journal Ranks Ferguson Wellman in Top Ten of Money Managers List
Ferguson Wellman Capital Management and West Bearing Investments were recently named by Portland Business Journal to their Oregon and S.W. Washington Money Management Firms list, ranked at seven out of 50 companies.
The publication constructed the list by surveying over 50 money management firms and then ranked them according to assets under management in Oregon and S.W. Washington as of May 31, 2019. While Ferguson Wellman and West Bearing manage over $5.5 billion in total, the ranking was exclusively related to Oregon and S.W. Washington assets.
“Though it is flattering to be listed among the largest investment advisors in the region, more significantly, such occasions afford us the opportunity to humbly reflect on the privilege our clients have given us by entrusting us with the management of their assets,” said George Hosfield, CFA, director and chief investment officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $5.5 billion for more than 830 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 June 30, 2019).
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Methodology and Disclosures:
Portland Business Journal produced their 2019 Oregon and S.W. Washington Money Management Firms list by ranking the companies according to Oregon and S.W. Washington assets under management. The research and ranking were gathered and distributed by Portland Business Journal. Ferguson Wellman and West Bearing (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 money managers in Oregon and S.W. Washington, the number of firms given the opportunity to participate was 130, the number of respondents to the survey was 53 and the percentage of advisers that made the list was 94 percent. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.
Financial Advisor Names Ferguson Wellman to 2019 RIA Ranking
Ferguson Wellman Capital Management was recently named by Financial Advisor to their “2019 RIA Survey and Ranking.” The firm was listed at 47 of 507 companies.
