who WE ARE    who WE SERVE    what WE DO

WE ARE a PRIVATELY OWNED, INVESTMENT ADVISORY FIRM

serving individuals, families and institutions.

For more than 40 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. Ferguson Wellman and its division, West Bearing Investments, manage $8.4 billion for 990 clients. (updated quarterly, as of  December 31, 2023)

We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs. Our private family office, Octavia Group, provides a suite of services that bring order and clarity to clients’ entire financial well-being. It is designed exclusively for our clients who have a minimum of $10 million managed by our firm.