Ferguson Wellman Capital Management is a registered investment adviser who specializes in personalized asset management for individuals and families. In compliance with Securities and Exchange Commission’s Privacy Regulations for Investment Advisers, we are required to provide existing customers with this privacy notice. In accordance with that regulation, the material below describes how we collect, use and safeguard the information that is provided to us.
- Information we receive from you on contracts, account applications or other forms (address, social security number, and certain financial information);
- Information regarding your transactions with us, (account statements, transaction reports, trade tickets);
- Information received from you to access personal account information online (e-mail address, password).
- Email correspondence and communications sent to Ferguson Wellman
- Third parties that administer and support our transactions (brokers, custodians);
- Third parties retained by the client for services on behalf of the client (accountants, attorneys, administrators and financial planners);
- Third parties that perform services on our behalf (outside mail house).
- About Us
- Individuals and Families
- Consultants and Professionals