Ferguson Wellman Coin

our company


who we are, who we serve, what we do

Investments, Wealth Management and Institutional Services

Over the years, many future clients have known exactly what they need. Others simply knew they needed a change. Some had never selected an investment advisor before. Here are some things you should know about us to help you with your decision-making process.

  • core VALUE

    Exceed Expectations

    core VALUE

    Exceed Expectations

    "Our hope is to always deliver more than clients expect. We believe that being there at every age and stage and proactively anticipating needs foster productive and meaningful relationships."

    – Jason Norris, CFA

  • core VALUE

    Act with uncompromising
    ethics and reliability

    core VALUE

    Act with uncompromising
    ethics and reliability

    "We always make investment decisions that are in the best interest of our clients, not for financial gains or benefits to our company. By employing best practices and making investments in technology, we make every effort to protect our clients’ confidentiality and privacy."

    – Ralph Cole, CFA

  • core VALUE

    Advocate innovation
    and manage change

    core VALUE

    Advocate innovation
    and manage change

    "We encourage everyone in our firm to advance and execute ideas that address our clients’ evolving needs and help us run our company more efficiently."

    – Helena Lankton

  • core VALUE

    Foster a collegial environment

    core VALUE

    Foster a collegial environment

    "When clients hire us, they work with a team, not an individual. We believe it’s important to create a productive, energized workplace that collaborates and innovates on behalf of our clients."

    – Mary Lago, CFTA

  • core VALUE

    Enjoy the Journey

    core VALUE

    Enjoy the Journey

    "It is an honor and privilege to serve our clients over the years. Through all we have experienced together as colleagues, we often look back at what we have accomplished with nostalgia and humor, which gives us perspective and motivation for the future."

    – Don Rainer

 

investment principles

 

At Ferguson Wellman,

we take a disciplined approach to investing.

Our Investment Principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here

know the Environment

identify opportunities

manage risk

focus on the long term

 

"To live happily is an inward power of the soul"

- Marcus Aurelius

 
Ferguson Wellman Coin

on the blog

"TO COIN A PHRASE"

News and Views from Ferguson Wellman and West Bearing Investments

 
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