PORTLAND, Ore. – July 1, 2014 – Ferguson Wellman Capital Management was recently informed that the firm was named by Financial Times to their inaugural “300 Top Registered Investment Advisers List”. The Financial Times compiled the list of RIA firms by soliciting applications from more than 2,000 independent RIA firms who had $300 million or more in assets. They judged the firms on six categories which resulted in a numeric score for each adviser. The areas they took into consideration included assets under management, growth of assets under management, number of years the firm has been in existence, the number and depth of industry certifications of staff, the SEC compliance record of the firm and accessibility of the firm online. According to Financial Times, only independent and elite firms were considered for this designation and the average firm listed on the 300 list manages more than $2.5 billion in assets under management and serves over 3,000+ clients.
“Everyone at Ferguson Wellman is very gratified by our recent acknowledgement in the Financial Times. We appreciate being mentioned alongside our peers, but quite frankly what means the most to us is the trusting relationship that we continually earn with each client we serve,” said James H. Rudd, principal and chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 650 clients with assets starting at $3 million. The firm works with individuals and institutions in 35 states with a concentration of those clients in the West. Ferguson Wellman manages $3.9 billion that comprises union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families. In 2013, West Bearing Investments was established, a division of Ferguson Wellman, that serves clients with assets starting at $750,000. All company information listed above reflects 3/31/14 data.
Methodology and Disclosure: The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The Financial Times 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the Financial Times, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the Financial Times 300.