Investment Strategies

Ferguson Wellman’s comprehensive suite of investment strategies is exclusively designed for our individual and institutional clients. 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 shoulders the responsibility for appropriately balancing the expected risk, reward and correlation of each asset employed in accordance with the circumstances of each client. Whether the client seeks a balanced, equity-focused, or fixed income portfolio, Ferguson Wellman tailors the core strategies for every client. For more in-depth information about our investment strategies click on the links below.

Balanced

Equities

Fixed Income

Uncorrelated Assets