STABILITY

Founded in 1975, we are an independent, privately-held investment firm and are in our fourth internal transition of management. The average tenure of our investment professionals is 12 years, which provides clients with continuity and a deep understanding of their needs. Ferguson Wellman and its division, West Bearing Investments, manage $8.4 billion for 990 clients. (updated quarterly, as of December 31, 2023)
 

SERVICE

When clients select our firm, they hire a team, not an individual. Clients benefit from direct access to the decision makers for the investments in each portfolio as well as a service associate who address any day-today needs or inquiries. Our team works closely with other professionals serving our clients to make proactive decisions and address issues that arise regarding investments and planning.

REPORTING

We provide in-depth quarterly reports and analysis that give a more accurate and transparent view of past performance than by using a manager-of-funds approach.
 

FEES

By creating a majority of our investment strategies in-house by our team of analysts, we eliminate a layer of fees that typically exist when portfolios are managed predominately with funds.