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 $4.56 billion for 769 clients. (updated annually, as of January 1, 2017)
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 $3 million and $750,000 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.