Ferguson Wellman’s approach to investment management is very specialized in our industry. Although our core business is investment management using individual securities to build customized portfolios – our client service capabilities have grown over the years. Other areas in which clients utilize our expertise are through our Investment Services and Communication and Education.
Beyond these services, clients seek our advice on other issues, such as taxes, estate planning, private banking, real estate investments, capital campaigns, gifting and organizational issues facing institutions, family business and foundations.
Often we refer clients to trusted professionals we have worked with over the years. Together we work seamlessly to provide our individual and institutional clients with the expertise and experience that can help in their planning and decision making process.
Please refer to our Consultants and Professionals section for more information about working together to serve your clients.