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. 

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.