Ferguson Wellman
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
News and Views from Ferguson Wellman and West Bearing Investments
With the Federal Reserve taking a ‘higher-for-longer’ approach to interest rates, bond yields are higher than what the market expected at the start of the year.
Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here