Oregon Business Names Ferguson Wellman One of the Region's Top Money Managers

January 18, 2016

Oregon Business Magazine Names Ferguson Wellman One of the Top Money Managers in the Region

PORTLAND, Ore. – January 18, 2016 – 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 fifth in the state on their list of 27 financial planning companies. The listing was compiled based upon survey results that participating firms completed. The survey questions ranged from assets under management in Oregon and SW Washington and total worldwide assets under management as well as the number of licensed investment professionals and specialty areas of expertise.

“We are gratified to be mentioned alongside our peers in this listing,” said Jim Rudd, principal and chief executive officer. “Equally important to us is the trusting relationships we have earned with each of our clients. After all, it is their assets that have allowed us to be mentioned in the first place.”

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 750 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).

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