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Portland Business Journal Ranks Ferguson Wellman in Top Ten of Money Managers List

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Ferguson Wellman Capital Management and West Bearing Investments were recently named by Portland Business Journal to their Oregon and S.W. Washington Money Management Firms list, ranked at seven out of 50 companies.

The publication constructed the list by surveying over 50 money management firms and then ranked them according to assets under management in Oregon and S.W. Washington as of May 31, 2019. While Ferguson Wellman and West Bearing manage over $5.5 billion in total, the ranking was exclusively related to Oregon and S.W. Washington assets.

“Though it is flattering to be listed among the largest investment advisors in the region, more significantly, such occasions afford us the opportunity to humbly reflect on the privilege our clients have given us by entrusting us with the management of their assets,” said George Hosfield, CFA, director and chief investment officer.

Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $5.5 billion for more than 830 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 June 30, 2019).

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Methodology and Disclosures:

Portland Business Journal produced their 2019 Oregon and S.W. Washington Money Management Firms list by ranking the companies according to Oregon and S.W. Washington assets under management. The research and ranking were gathered and distributed by Portland Business Journal. Ferguson Wellman and West Bearing (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. The rating category is money managers in Oregon and S.W. Washington, the number of firms given the opportunity to participate was 130, the number of respondents to the survey was 53 and the percentage of advisers that made the list was 94 percent. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.

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2018 is in the history books and, if anything, we were surprised at how little changed from the previous year. Unemployment was still at record low levels. Wages failed to increase significantly. Housing prices continued to skyrocket. And while some pundits were talking about the economy starting to slow down, economist John Mitchell assured us that the economy will continue to grow in 2019.

Jones Quoted in Portland Business Journal Article

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Ferguson Wellman Article in Portland Business Journal

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InvestmentNews Ranks Ferguson Wellman a "Top RIA"

Ferguson Wellman Capital Management has been ranked by InvestmentNews magazine as a top investment company.

InvestmentNews named Ferguson Wellman 11 out of 15 companies in their “Western Success Stories” category in the listing of largest fee-only RIAs as organized by region as based on assets under management. Ferguson Wellman is the only firm to be included from Oregon and is the largest in the Pacific Northwest to be included.

“We are honored to be included in this impressive list of advisers by InvestmentNews. We believe it is a testament to how we have strategically grown our business and consistently focused on a high level of service for our clients,” said Steve Holwerda, CFA, principal and chief operating officer.

Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2017, the firm manages over $4.5 billion for more than 760 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 1, 2017).

Methodology and Disclosure from Financial Advisor:

InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of Nov. 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50 percent of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25 percent of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25 percent of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Source: InvestmentNews

Data Additional Disclosures:

InvestmentNews produced this list by surveying all registered investment advisors that filed their ADV with the SEC. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. InvestmentNews pulled data from ADV filings for the ranking. All 12,000 RIAs in the United States were surveyed, then they narrowed the field down to those with assets under management of $250 million or more. For the category we were considered, there were 214 firms that qualified, and the Firm ranked 55 of the 214. Of the firms listed in the total RIA survey and ranking by InvestmentNews, 33 percent fell into the $1 billion or more assets under management category. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.

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Kinateder Hired as Executive Vice President

PORTLAND, Ore. – July 1, 2017 – Ferguson Wellman is pleased to announce that Tara Kinateder has joined the firm as executive vice president and a member of the firm’s wealth management committee.

With more than 15 years of experience in the financial industry, Kinateder came to Ferguson Wellman after working at U.S. Trust as a private client advisor and market leader. Before her career at U.S. Trust, she worked for Bernstein Wealth Management as a financial advisor and Paychex MMS as a strategic consultant. Kinateder specializes in business succession and pre-transaction planning, asset management and asset allocation planning, retirement planning and advising women in transition on strategies to help them protect their wealth.

Raised in Georgia, Kinateder earned her B.A. from Brenau University in Gainesville, Georgia, with a double major in journalism and business, graduating Magna Cum Laude. She received a certificate in personal financial planning from the University of Washington’s Michael G. Foster School of Business and a certificate in investment strategies and portfolio management from the University of Pennsylvania’s Wharton School of Business. Kinateder serves as chair of the Classic Wines Auction board and has been a board member since 2014. She is also current chair of the annual Wine Auction. Kinateder chairs the Arlington Club entertainment committee and is a member of the house committee. 

“We are extraordinarily pleased to add Tara to our team of investment professionals. Her expertise in all aspects of wealth management allows her to become a value-add to our clients immediately. She has a shared vision with us for serving clients and growing our firm. We are delighted to have her,” 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 January 1, 2017, the firm manages over $4.5 billion for more than 760 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 2017).

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Ferguson Wellman Ranked on Portland Business Journal Money Management List

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 2017 Money Management Firms list.

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, 2017. Forty firms were originally surveyed.

“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 January 1, 2017, the firm manages over $4.5 billion for more than 760 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 1, 2017).

Disclosures: Portland Business Journal produced this list by soliciting firms in Oregon and Southwest Washington for information regarding their assets under management. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. The rating category is the Top 25 in the Financial Services Guide, forty firms were surveyed and 62.5 percentage of advisers polled received a ranking. The rating does not involve client experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.

 

Ferguson Wellman Ranked a “Top RIA” by Financial Advisor

Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company. Financial Advisor named Ferguson Wellman 55 out of 214 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks companies according to their assets under management as reported in their ADV forms. All firms must provide financial planning services to individual clients in order to be considered for the list.