Cole Interviewed on KPTV

Ralph Cole, CFA, director at Ferguson Wellman, was interviewed on KPTV regarding stock market volatility during the COVID-19 outbreak.

Click here to see the clip.

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

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.

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.