50 years of INVESTMENT EXCELLENCE
Ferguson Wellman and West Bearing are registered investment advisors managing nearly $8 billion in assets for 1,000+ individuals, families, foundations, endowments, corporate and Taft-Hartley clients (as of December 31, 2024). Earlier this year, several members of the firm's investment and wealth management teams hosted a webinar where they discussed their expectations for the economy in 2025.
Investment Strategy
While market volatility has been highly-elevated in recent weeks with the almost daily change in the proposed tariff landscape, in this quarter’s investment strategy video we endeavor to provide a measured perspective on what lies ahead and how to navigate the psychology of investing.
To celebrate our 50th year in business, we are offering our client education program — free to the public. This program includes self-paced microlearning courses on investing and budgeting basics, designed to improve financial literacy for everyone.
Timely messaging around staying invested during times of volatility.
Well-Matched, our 2024 Annual Report
To learn more about us, we reflect on the courage our founders took in 1975 to start their own firm. Their commitment to serving clients has shaped our journey. We extend our gratitude to every client who has placed their trust in us as stewards of their savings and advisors to their wealth.