Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Portland Business Journal as a top money management firm in their 2015 Wealth Management and Financial Services Guide publication. Portland Business Journal ranked Ferguson Wellman second in Oregon and Southwest Washington on their list of 25 money management companies. The listing was created by calculating the total number of assets under management for Oregon and Clark County, Washington clients as of the second quarter of 2015.
“We are delighted to be honored by the Business Journal. However, what is of utmost importance to us is the trust our clients place in our firm. That means more than any award or ranking ever could,” said Jim Rudd, chief executive officer.
Ferguson Wellman Capital Management builds and manages customized investment portfolios of $3 million or more for individuals, families, foundations, endowments and corporate retirement plans. With a majority of the investment portfolios comprising individual securities, Ferguson Wellman’s team of in-house analysts make decisions regarding asset allocation, sector weights and security selection directly for our clients.
Founded in 1975, Ferguson Wellman is a privately owned registered investment advisor headquartered in the Pacific Northwest. With more than 640 clients in 36 states, the firm manages $4.2 billion. Ferguson Wellman also serves individuals and institutions through West Bearing Investments, a division that manages portfolios with investments of $750,000 or more. (data as of 6/30/15)