1985 – 1999

“By 1985, Ferguson, Wellman, Rudd, Purdy and Van Winkle managed $470 million for 125 clients.

We had 12 employees and started to expand firm ownership beyond our founders, preparing for our first transition and a new phase of leadership. We had recently launched our core fixed income strategy and also began providing wealth management services.

By the early 1990s, our firm had a dedicated trading desk and analysts to follow specific market sectors. By the mid-1990s our assets had reached $1 billion and two-thirds of our employees were shareholders. In 1997, we started our second significant transition of leadership and ownership."

– Jim Rudd