Professional Referrals

Ferguson Wellman has grown primarily through people who have recommended us to future clients. Rather than developing an advertising strategy, we have relied upon individuals who have worked with us directly and understand the experience, expertise and service we provide our clients.

If you are an individual or institutional client, or an accountant, attorney or other professional who has been asked for a recommendation – we are delighted to meet with anyone you know who is seeking investment management for assets starting at $3 million.

For your convenience, you can click on the links below to print a broad overview to your contact regarding how we serve individuals and institutions. You can also click here to forward a link to our annual report for more in-depth information.

If you would like a packet of information delivered to you, please contact info@fergwell.com or call (503) 226-1444. We would welcome the opportunity to arrange a meeting, give a presentation or participate in an RFP process.

As always, we are appreciative of the trust and confidence you have in our firm.