PORTLAND, Ore. – January 15, 2014 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Oregon Business Magazine as a top financial planner/manager in their annual Power Book publication. Oregon Business Magazine ranked Ferguson Wellman second in the state on their list of 27 financial service companies. The listing was created by calculating the total number of assets under management, in Oregon and in total.
“We are very flattered by this honor, but feel most satisfied that we have our clients’ confidence and trust. That is truly paramount to us,” said Jim Rudd, chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm, established in the Pacific Northwest. With more than 651 clients, the firm manages $3.8 billion in assets that comprise union and corporate retirement plans; endowments and foundations; and individuals. In 2013, Ferguson Wellman created a new division, called West Bearing Investments, that servers emerging and established wealth. Minimum account sizes: $3 million for Ferguson Wellman; $750,000 for West Bearing Investments. (as of 12/31/13)