Investment Strategies
At Ferguson Wellman, we offer a range of investment strategies built largely on individual securities and tailored by asset class. Our portfolio managers balance risk and return to align with each client’s goals—whether growth, income or capital preservation.
Charissa Anderson and Alex Harding
“The stock market is a device for transferring money from the impatient to the patient.”
- Warren Buffett
Our Investment Strategies
Click on each strategy below to view and download the corresponding PDF.
Scott Christianson, Valerie Maldonado and Tara Kinateder
Our Investment Philosophy
Our investment philosophy is grounded in discipline, patience and long-term perspective. We combine a consistent approach with customized strategies, focusing on high-quality individual securities while remaining humble and adaptable in changing markets.
- Consistency
- Customization
- Individual securities
- Long-term investing
- Humility
Value of Individual Securities
Investing in individual securities provides greater transparency and control over your portfolio. It allows us to understand exactly what you own, generally reduce fees and actively manage tax outcomes. This approach also enables us to align investments with your values while maintaining a disciplined focus on risk management.
- Know what you own
- Eliminate layers of fees
- Tax control
- Incorporate values and beliefs
- Manage risk
Emilie Ma
How We Structure Portfolios to Add Value
The biggest decision: asset allocation.
Empirically portfolio construction is the primary driver of long-term investment outcomes. We structure portfolios through a disciplined framework that begins with client goals and strategically allocates assets while incorporating tactical adjustments and targeted sector positioning to enhance returns and manage risk.
