We’ve all heard the saying, “You don’t know where you’re going unless you know where you've been.” We believe this not only applies to our investment approach, but also how we manage and grow our firm.
The history of Ferguson Wellman is important to our employees as it provides clarity on important issues for us. From continually improving our client service to making strategic decisions on investment strategies we create or employ -- our approach is linked to our past.
In 1975, our founders Joe Ferguson and Norb Wellman set forth to create a company that was going against the tide of our industry. In a time of mergers, acquisitions and consolidation, they believed in taking a hands-on approach to investing and portfolio management. Advances in technology in the 1970s were starting to make firms bigger and faster. Although this created opportunties and efficiencies for companies, Joe and Norb were mindful of how these developments impacted client relationships. They believed in growing Ferguson Wellman methodically and intentionally. Being too aggressive could result in losing sight of the service and customization that clients valued.
Today, our founders' vision is carried forth by our principals, next generation of leadership and other employees serving our clients through their own area of expertise. Our mission, Investment Excellence; Lifelong Relationships, guides our work for our clients.