In times like these, you need a trusted advisor.
These are challenging times. Right now the market is volatile and things seem uncertain. And during times like these, you need a trusted advisor.
At Ferguson Wellman and West Bearing, we have the experience and know-how to help you gain perspective on the market. We work hard every day to manage your portfolio so that you have one less thing to worry about.
Connect with an advisor to learn more.
Five THINGS YOU SHOULD KNOW ABOUT our advisors
1 We keep you invested. We believe that the more you understand, the more comfortable you will feel staying invested in during rough market conditions.
2 We work with your professional partners to serve you, because being in sync is important for your portfolio in both the long and short term.
3 We coach you on asset allocation and spending to set you up for success and make sure that your portfolio is balanced for your individual needs.
4 Markets change and so do client needs, which is why we explore and vet new investment opportunities for you.
5 We know what keeps you up at night, and we constantly watch the markets and respond to risk and opportunities so that you can sleep well.
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*Minimum investments apply. Ferguson Wellman and West Bearing manage $5.96 billion for 848 individuals and institutions. Data updated quarterly (1/1/20). More than $1 billion of our assets under management have a socially responsible or environmental, social or governance mandate in their investment policy statement. Fergusonwellman.com/disclosures