investment STRATEGIES

Alternatives

 

Objectives

  • To provide opportunities for clients to participate in strategies that may include equity, debt or real estate assets of nonpublic companies

Process

  • Due diligence is conducted by our investment team and our compliance officer for possible investment strategy opportunities for select clients
  • The nature of the securities purchased usually requires a private placement and/or limited partnership agreement

Characteristics

  • Strategies employed: private equity, absolute return, real estate
  • Benchmark: Consumer Price Index

Team
Dean Dordevic
Heidi Goertzen, IACCP
Brad Houle, CFA
Timothy Carkin, CAIA, CMT
Ralph Cole, CFA

Investment Manager and Fund Submissions

If you are an investment management firm, fund manager or service company interested in partnering with Ferguson Wellman, contact us at duediligence@fergwell.com. Please note that we receive a considerable volume of requests that are reviewed periodically. We will contact you if our research team is interested in having further discussions. It’s not productive to contact individual members of our research team.