PORTLAND, Ore. – January 10, 2017– Ferguson Wellman Capital Management has been named by Portland Business Journal as a “Most Admired Company.” Of the 10 financial services companies listed in the top tier, Ferguson Wellman was ranked second. Over 127 companies received votes in the financial services category.
This is the twelfth consecutive year that the company has been selected. The list is compiled by surveying over 3,000 CEOs across Oregon and southwest Washington, with over 500 leaders responding to the survey. CEOs were asked to select three companies they most admired in eight industries, as well as three companies they most admired across all industries. Companies eligible for consideration were not limited to those based in Oregon and southwest Washington, but included any business with a substantial presence in the region. Ferguson Wellman received over 80 nominations from CEOs and was ranked the highest investment firm on the list.
“We are honored to have been selected, along with many other companies that we respect and admire throughout our region,” said George Hosfield, CFA, principal and chief investment officer.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 760 clients with assets starting at $3 million. The firm works with individuals and institutions in 36 states with a concentration of those clients in the West. Ferguson Wellman manages $4.5 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 12/31/16 data.
Methodology and Disclosure from Portland Business Journal:
To generate the rankings for Oregon’s Most Admired Companies, the Portland Business Journal sent surveys to 3,000 CEOs in Oregon and Southwest Washington, asking them to select three companies they most admired in eight industries, as well as three companies they admired most across all industries. Some 500 leaders responded to the survey. To help the CEOs make their choices, we provided extensive lists of companies in each industry. They were welcome, however, to name any company not listed. Companies eligible for consideration were not limited to those based in Oregon and Southwest Washington, but included any business with a substantial presence in the region. Respondents identified their first-, second-, and third-place choices in each category. Points were tabulated by scoring first-place with three points, second-place with two points and third-place with one point.
Portland Business Journal produced this list by surveying 3,000 CEOs across Oregon and SW Washington. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the rating. The firm does not view this advertisement as inappropriate. The firm is not aware of any unfavorable rating toward the firm. This “advertisement” discloses the rating category is for financial services companies in Oregon and SW Washington, it states that 243 companies were considered for the financial services category ranking and of that 243, 9.8 percent received the Most Admired rating. This rating does not involve a client experience. The rating is not indicative of Ferguson Wellman’s future performance. Portland Business Journal conducted this survey and Ferguson Wellman did not pay to participate in the survey.