July 8, 2016
PORTLAND, Ore. – July 8, 2016 – Ferguson Wellman Capital Management and its division, West Bearing Investments, are pleased to announce that the firm has been named by Portland Business Journal as top money managers in their 2016 Wealth Management and Financial Services Guide.
Portland Business Journal ranked Ferguson Wellman fourth in Oregon and Southwest Washington on their list of 25 money managers. The listing was created by calculating the total number of assets under management for Oregon and Clark County, Washington clients as of May 31, 2016.
“We are always glad to see our firm listed among our Oregon and SW Washington peers. It is a real testament to the hard work and dedication of everyone at Ferguson Wellman, but even more importantly to the wonderful clients we serve,” said Jim Rudd, principal and chief executive officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of 2016, the firm manages over $4 billion for more than 740 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000. (data as of January 2016)