Ferguson Wellman Capital Management

Ferguson Wellman Capital Management

Categories

Financial Planning ConsultantsFinancial ServicesInvestment Advisory Service

About Us

We are a privately owned, investment advisory firm serving individuals, families and institutions.

For more than 40 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $8.2 billion for 913 clients. (updated annually, as of January 1, 2022)

We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs.

The Bend Chamber is actively supported by these Signature Investors