investment offerings |
Investment Strategies
for Ferguson Wellman and West Bearing Clients
Ferguson Wellman provides a comprehensive suite of investment strategies that are developed by our own team of analysts using primarily individual securities. The strategy we craft for each asset class is mindful of how much risk we are willing to assume in exchange for an anticipated return. Each portfolio manager at Ferguson Wellman shoulders the responsibility to appropriately balance risk-and-return opportunities for each client. Whether it’s maximizing growth, income or capital preservation, we tailor each portfolio to achieve these outcomes.
View this sample portfolio for a balanced approach. Please note that every client portfolio is different based on risk/return parameters, income needs and other factors.
Investment Strategies
RISK V. RETURN CHART
Depending on client’s investment objectives and circumstances, alternative assets may appear at different points on this risk/return chart. Balanced portfolios are also customized to meet clients’ needs. As such, balanced portfolios may be positioned across a wide portion of the curve.
Introducing a new program to our DollarSense education platform: Investing Essentials
To celebrate our 50th year in business, we are offering our client education program — free to the public. In 2025, we will be adding Money Matters, an overview of budgeting and personal finance, to our DollarSense education program.
latest news from
InvestmentS
Videos and Recordings
Publications
Blog Posts
meet the team behind
INVESTMENTS
Left to right: Shawn Narancich, CFA, Peter Jones, CFA, George Hosfield, CFA, Tyler Kurata, Alex Harding, CFA, Ralph Cole, CFA, Jade Thomason, Jason Norris, CFA, Joe Brooks, Krystal Daibes Higgins, CFA, Peter Earnshaw, Jake Gradwohl, Joe Herrle, CFA, Ezra Kover, IACCP®, Brad Houle, CFA, Blaine Dickason
INVESTMENT PRINCIPLES
know THE ENVIROnMENT
Capital is allocated in accordance with analysis of the global economic landscape.
identify OPPORTUNITIES
Diligence unclouded by emotion often reveals value overlooked by consensus.
manage RISK
Risk must be compensated by excess return or diversified away.
focus ON THE LONG TERM
Catch the cycles, not the turn, and chart a sustainable course.
"Very little is needed to make a happy life;
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institutional servicesFor more than 40 years, we have served a wide range of institutions.Working with a consultant or a board of trustees, Ferguson Wellman and West Bearing Investments are tasked with managing a specific investment strategy or a balanced portfolio. learn more |
wealth management |
communication AND EDUCATION
IT IS OUR GOAL to provide all clients with proactive communication and educational resources
that foster confidence in our firm to manage their investable assets.
At the beginning of each year and on a quarterly basis, we share our Investment Outlook through events, videos and publications that keep clients apprised on our views of the economy and capital markets.
Clients also receive our in-depth portfolio reports and Market Letter quarterly with the goal of prompting discussions with our portfolio managers. On a more frequent basis, we distribute Capital Markets and Investment Strategy updates as well as our Weekly Market Makers.
Our client education programs set forth to help clients at any age and stage to have a better grasp of investment, financial and economic topics through our Glossary of Investment Terms and events that include: Investing Essentials, Retirement: Here or on the Horizon and Path to Financial Freedom.