50 years of INVESTMENT EXCELLENCE
Ferguson Wellman and West Bearing are registered investment advisors managing $10 billion in assets for 1,000+ individuals, families, foundations, endowments, corporate and Taft-Hartley clients (as of September 30, 2025).
Watch the video below to see our colleague Peter Jones, CFA, explores how hiring and firing have hit a standstill — but the economy hasn’t. AI investment, fiscal support, and a Fed pivot toward job growth are creating a complex but opportunity-rich environment for investors.
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.