[{"data":1,"prerenderedAt":408},["ShallowReactive",2],{"gql:data:68ZTuSHIN9nF0Q7mkFYhx3D6drqIrQJZGa-NDhc9i1c":3},{"offering":4},{"derivedSeoDescription":5,"derivedSeoTitle":6,"derivedSocialMediaDescription":5,"derivedSocialMediaImage":7,"derivedSocialMediaTitle":6,"flexComponents":19,"introduction":394,"name":395,"slug":396,"tileImage":397},null,"Investing in Your Life and Legacy | Investment Strategies | Ferguson Wellman",{"id":8,"alt":9,"caption":5,"assetUrl":10,"assetUrlXs":11,"assetUrlSm":12,"assetUrlMd":13,"assetUrlLg":14,"assetUrlXl":15,"assetUrlXxl":16,"width":17,"height":18},"6","Ferguson Wellman Logo","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xs_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/sm_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/md_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/lg_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xl_FW-OpenGraph_2x.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/6/xxl_FW-OpenGraph_2x.jpg",1200,630,[20,36,41,96,104,306,387],{"instance":21},{"__typename":22,"caption":23,"videoId":24,"image":25},"ImageOrVideoWithCaptionComponent","Charissa Anderson and Alex Harding","",{"id":26,"alt":24,"caption":5,"assetUrl":27,"assetUrlXs":28,"assetUrlSm":29,"assetUrlMd":30,"assetUrlLg":31,"assetUrlXl":32,"assetUrlXxl":33,"width":34,"height":35},"322","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/xs_InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/sm_InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/md_InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/lg_InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/xl_InvestmentHero_7.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/322/xxl_InvestmentHero_7.jpg",2000,1125,{"instance":37},{"__typename":38,"quote":39,"attribution":40,"disclaimer":5},"QuoteComponent","The stock market is a device for transferring money from the impatient to the patient.","- Warren Buffett\r\n",{"instance":42},{"__typename":43,"zigZagItems":44},"ZigZagComponent",[45,58,71,83],{"imageTitle":24,"captionText":24,"image":46,"coin":24,"body":56,"pdfListHeading":24,"zigZagItemPdfUploads":57},{"id":47,"alt":24,"caption":5,"assetUrl":48,"assetUrlXs":49,"assetUrlSm":50,"assetUrlMd":51,"assetUrlLg":52,"assetUrlXl":53,"assetUrlXxl":54,"width":55,"height":55},"865","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/xs_trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/sm_trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/md_trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/lg_trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/xl_trees_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/865/xxl_trees_tile.jpg",1400,"## Our Investment Strategies\r\n\r\nClick on each strategy below to view and download the corresponding PDF.\r\n\r\n[Equities](/content/equities)\r\n\r\n[Fixed Income](/content/fixed-income)\r\n\r\n[Alternatives](/content/alternatives)\r\n\r\n[Global Sustainable Investing](/content/global-sustainable-investing)\r\n\r\n[Cash Management](/content/investment-strategies-cash-management)",[],{"imageTitle":24,"captionText":59,"image":60,"coin":24,"body":69,"pdfListHeading":24,"zigZagItemPdfUploads":70},"Scott Christianson, Valerie Maldonado and Tara Kinateder",{"id":61,"alt":24,"caption":5,"assetUrl":62,"assetUrlXs":63,"assetUrlSm":64,"assetUrlMd":65,"assetUrlLg":66,"assetUrlXl":67,"assetUrlXxl":68,"width":55,"height":55},"648","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/xs_ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/sm_ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/md_ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/lg_ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/xl_ScottTaraVal_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/648/xxl_ScottTaraVal_tile.jpg","## Our Investment Philosophy\r\n\r\nOur 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.\r\n\r\n* Consistency\r\n* Customization\r\n* Individual securities\r\n* Long-term investing\r\n* Humility\r\n",[],{"imageTitle":24,"captionText":24,"image":72,"coin":24,"body":81,"pdfListHeading":24,"zigZagItemPdfUploads":82},{"id":73,"alt":24,"caption":5,"assetUrl":74,"assetUrlXs":75,"assetUrlSm":76,"assetUrlMd":77,"assetUrlLg":78,"assetUrlXl":79,"assetUrlXxl":80,"width":55,"height":55},"647","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/xs_Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/sm_Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/md_Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/lg_Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/xl_Flowers_tile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/647/xxl_Flowers_tile.jpg","## Value of Individual Securities\r\n\r\nInvesting 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.\r\n\r\n* Know what you own\r\n* Eliminate layers of fees\r\n* Tax control\r\n* Incorporate values and beliefs\r\n* Manage risk ",[],{"imageTitle":24,"captionText":84,"image":85,"coin":24,"body":94,"pdfListHeading":24,"zigZagItemPdfUploads":95},"Emilie Ma",{"id":86,"alt":24,"caption":5,"assetUrl":87,"assetUrlXs":88,"assetUrlSm":89,"assetUrlMd":90,"assetUrlLg":91,"assetUrlXl":92,"assetUrlXxl":93,"width":55,"height":55},"649","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/xs_InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/sm_InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/md_InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/lg_InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/xl_InvestingTile.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/649/xxl_InvestingTile.jpg","## How We Structure Portfolios to Add Value\r\n\r\nThe biggest decision: asset allocation. \r\n\r\nEmpirically 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.\r\n\r\n",[],{"instance":97},{"__typename":98,"headline":99,"cta":100},"CenteredHeadlineWithCtaComponent","Glossary of Investment Terms",{"id":101,"ctaAltText":24,"ctaLabel":102,"ctaLink":103},"31","Learn the Language","/investment-terms/",{"instance":105},{"__typename":106,"heading":107,"ctaLabel":108,"teamMembers":109},"FeaturedTeamComponent","Our Investment Team","View full team",[110,124,137,150,163,176,189,201,213,227,240,254,267,281,293],{"fullName":111,"title":112,"slug":113,"image":114},"Kellen Akers","Associate Equity Trader","kellen-akers",{"id":115,"alt":24,"caption":5,"assetUrl":116,"assetUrlXs":117,"assetUrlSm":118,"assetUrlMd":119,"assetUrlLg":120,"assetUrlXl":121,"assetUrlXxl":122,"width":123,"height":123},"292","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/xs_Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/sm_Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/md_Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/lg_Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/xl_Akers_Kellan.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/292/xxl_Akers_Kellan.jpg",1500,{"fullName":125,"title":126,"slug":127,"image":128},"Joe Brooks","Vice President","joe-brooks",{"id":129,"alt":24,"caption":5,"assetUrl":130,"assetUrlXs":131,"assetUrlSm":132,"assetUrlMd":133,"assetUrlLg":134,"assetUrlXl":135,"assetUrlXxl":136,"width":123,"height":123},"178","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/xs_Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/sm_Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/md_Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/lg_Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/xl_Brooks_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/178/xxl_Brooks_Joe.jpg",{"fullName":138,"title":139,"slug":140,"image":141},"Blaine Dickason","Senior Vice President","blaine-dickason",{"id":142,"alt":24,"caption":5,"assetUrl":143,"assetUrlXs":144,"assetUrlSm":145,"assetUrlMd":146,"assetUrlLg":147,"assetUrlXl":148,"assetUrlXxl":149,"width":123,"height":123},"204","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/xs_Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/sm_Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/md_Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/lg_Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/xl_Dickason_Blaine.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/204/xxl_Dickason_Blaine.jpg",{"fullName":151,"title":152,"slug":153,"image":154},"Peter Earnshaw","Equity Trader","peter-earnshaw",{"id":155,"alt":24,"caption":5,"assetUrl":156,"assetUrlXs":157,"assetUrlSm":158,"assetUrlMd":159,"assetUrlLg":160,"assetUrlXl":161,"assetUrlXxl":162,"width":123,"height":123},"208","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/xs_Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/sm_Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/md_Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/lg_Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/xl_Earnshaw_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/208/xxl_Earnshaw_Peter.jpg",{"fullName":164,"title":165,"slug":166,"image":167},"Jake Gradwohl","Senior Equity Trader","jake-gradwohl",{"id":168,"alt":24,"caption":5,"assetUrl":169,"assetUrlXs":170,"assetUrlSm":171,"assetUrlMd":172,"assetUrlLg":173,"assetUrlXl":174,"assetUrlXxl":175,"width":123,"height":123},"216","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/xs_Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/sm_Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/md_Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/lg_Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/xl_Gradwohl_Jake.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/216/xxl_Gradwohl_Jake.jpg",{"fullName":177,"title":139,"slug":178,"image":179},"Alex Harding, CFA","alex-harding",{"id":180,"alt":181,"caption":5,"assetUrl":182,"assetUrlXs":183,"assetUrlSm":184,"assetUrlMd":185,"assetUrlLg":186,"assetUrlXl":187,"assetUrlXxl":188,"width":123,"height":123},"218","Headshot of Alex Harding","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/xs_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/sm_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/md_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/lg_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/xl_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/218/xxl_Harding_Alex.jpg",{"fullName":190,"title":139,"slug":191,"image":192},"Joe Herrle, CFA, CAIA","joe-herrle",{"id":193,"alt":24,"caption":5,"assetUrl":194,"assetUrlXs":195,"assetUrlSm":196,"assetUrlMd":197,"assetUrlLg":198,"assetUrlXl":199,"assetUrlXxl":200,"width":123,"height":123},"226","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/xs_Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/sm_Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/md_Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/lg_Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/xl_Herrle_Joe.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/226/xxl_Herrle_Joe.jpg",{"fullName":202,"title":139,"slug":203,"image":204},"Krystal Daibes Higgins, CFA","krystal-daibes-higgins",{"id":205,"alt":24,"caption":5,"assetUrl":206,"assetUrlXs":207,"assetUrlSm":208,"assetUrlMd":209,"assetUrlLg":210,"assetUrlXl":211,"assetUrlXxl":212,"width":123,"height":123},"228","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/xs_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/sm_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/md_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/lg_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/xl_Higgins_Krystal.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/228/xxl_Higgins_Krystal.jpg",{"fullName":214,"title":215,"slug":216,"image":217},"George Hosfield, CFA","Chief Investment Officer","george-hosfield",{"id":218,"alt":219,"caption":5,"assetUrl":220,"assetUrlXs":221,"assetUrlSm":222,"assetUrlMd":223,"assetUrlLg":224,"assetUrlXl":225,"assetUrlXxl":226,"width":123,"height":123},"234","Headshot of George Hosfield","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/xs_Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/sm_Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/md_Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/lg_Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/xl_Hosfield_G.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/234/xxl_Hosfield_G.jpg",{"fullName":228,"title":229,"slug":230,"image":231},"Brad Houle, CFA","Head of Fixed Income","brad-houle",{"id":232,"alt":24,"caption":5,"assetUrl":233,"assetUrlXs":234,"assetUrlSm":235,"assetUrlMd":236,"assetUrlLg":237,"assetUrlXl":238,"assetUrlXxl":239,"width":123,"height":123},"236","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/xs_Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/sm_Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/md_Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/lg_Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/xl_Houle_Brad.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/236/xxl_Houle_Brad.jpg",{"fullName":241,"title":242,"slug":243,"image":244},"Peter Jones, CFA","Executive Vice President","peter-jones",{"id":245,"alt":246,"caption":5,"assetUrl":247,"assetUrlXs":248,"assetUrlSm":249,"assetUrlMd":250,"assetUrlLg":251,"assetUrlXl":252,"assetUrlXxl":253,"width":123,"height":123},"238","Headshot of Peter Jones","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/xs_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/sm_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/md_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/lg_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/xl_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/238/xxl_Jones_Peter.jpg",{"fullName":255,"title":256,"slug":257,"image":258},"Ezra Kover, IACCP®","Chief Compliance Officer","ezra-kover",{"id":259,"alt":24,"caption":5,"assetUrl":260,"assetUrlXs":261,"assetUrlSm":262,"assetUrlMd":263,"assetUrlLg":264,"assetUrlXl":265,"assetUrlXxl":266,"width":123,"height":123},"246","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/xs_Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/sm_Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/md_Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/lg_Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/xl_Kover_Ezra.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/246/xxl_Kover_Ezra.jpg",{"fullName":268,"title":269,"slug":270,"image":271},"Jason Norris, CFA","Director","jason-norris",{"id":272,"alt":273,"caption":5,"assetUrl":274,"assetUrlXs":275,"assetUrlSm":276,"assetUrlMd":277,"assetUrlLg":278,"assetUrlXl":279,"assetUrlXxl":280,"width":123,"height":123},"264","Headshot of Jason Norris","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/xs_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/sm_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/md_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/lg_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/xl_Norris_Jason.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/264/xxl_Norris_Jason.jpg",{"fullName":282,"title":139,"slug":283,"image":284},"Tami Oglesby","tami-oglesby",{"id":285,"alt":24,"caption":5,"assetUrl":286,"assetUrlXs":287,"assetUrlSm":288,"assetUrlMd":289,"assetUrlLg":290,"assetUrlXl":291,"assetUrlXxl":292,"width":123,"height":123},"268","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/xs_Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/sm_Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/md_Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/lg_Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/xl_Oglesby_Tami.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/268/xxl_Oglesby_Tami.jpg",{"fullName":294,"title":126,"slug":295,"image":296},"Jade Thomason","jade-thomason",{"id":297,"alt":298,"caption":5,"assetUrl":299,"assetUrlXs":300,"assetUrlSm":301,"assetUrlMd":302,"assetUrlLg":303,"assetUrlXl":304,"assetUrlXxl":305,"width":123,"height":123},"282","Headshot of Jade Thomason","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/xs_Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/sm_Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/md_Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/lg_Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/xl_Thomason_Jade.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/282/xxl_Thomason_Jade.jpg",{"instance":307},{"__typename":308,"heading":309,"mediaItems":310},"FeaturedNewsComponent","Featured Investment Blogs",[311,335,361],{"title":312,"byline":313,"shortDescription":24,"slug":314,"featuredImage":315,"tileImage":317,"mediaFormat":328,"mediaFocuses":330,"date":334},"American Ledger: A 250-Year Financial Perspective","By Ferguson Wellman","american-ledger-a-250-year-financial-perspective",{"id":316,"alt":24,"caption":5,"assetUrl":5,"assetUrlXs":5,"assetUrlSm":5,"assetUrlMd":5,"assetUrlLg":5,"assetUrlXl":5,"assetUrlXxl":5,"width":5,"height":5},"1851",{"id":318,"alt":24,"caption":5,"assetUrl":319,"assetUrlXs":320,"assetUrlSm":321,"assetUrlMd":322,"assetUrlLg":323,"assetUrlXl":324,"assetUrlXxl":325,"width":326,"height":327},"1850","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/xs_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/sm_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/md_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/lg_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/xl_NoCat_Blog.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1850/xxl_NoCat_Blog.jpg",700,330,{"name":329},"Articles",[331],{"name":332,"slug":333},"Weekly Market Makers","weekly-market-makers","2026-07-03",{"title":336,"byline":337,"shortDescription":24,"slug":338,"featuredImage":339,"tileImage":348,"mediaFormat":357,"mediaFocuses":358,"date":360},"Q2 in Review: Chips on the Table","By Peter Jones, CFA","q2-in-review-chips-on-the-table",{"id":340,"alt":24,"caption":5,"assetUrl":341,"assetUrlXs":342,"assetUrlSm":343,"assetUrlMd":344,"assetUrlLg":345,"assetUrlXl":346,"assetUrlXxl":347,"width":123,"height":123},"1844","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/xs_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/sm_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/md_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/lg_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/xl_Jones_Peter.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1844/xxl_Jones_Peter.jpg",{"id":349,"alt":24,"caption":5,"assetUrl":350,"assetUrlXs":351,"assetUrlSm":352,"assetUrlMd":353,"assetUrlLg":354,"assetUrlXl":355,"assetUrlXxl":356,"width":326,"height":327},"1843","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/xs_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/sm_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/md_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/lg_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/xl_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1843/xxl_BlogInvestment.jpg",{"name":329},[359],{"name":332,"slug":333},"2026-07-02",{"title":362,"byline":363,"shortDescription":24,"slug":364,"featuredImage":365,"tileImage":374,"mediaFormat":383,"mediaFocuses":384,"date":386},"The Price of Intelligence","By Alex Harding, CFA","the-price-of-intelligence",{"id":366,"alt":24,"caption":5,"assetUrl":367,"assetUrlXs":368,"assetUrlSm":369,"assetUrlMd":370,"assetUrlLg":371,"assetUrlXl":372,"assetUrlXxl":373,"width":123,"height":123},"1795","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/xs_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/sm_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/md_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/lg_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/xl_Harding_Alex.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1795/xxl_Harding_Alex.jpg",{"id":375,"alt":24,"caption":5,"assetUrl":376,"assetUrlXs":377,"assetUrlSm":378,"assetUrlMd":379,"assetUrlLg":380,"assetUrlXl":381,"assetUrlXxl":382,"width":326,"height":327},"1794","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/xs_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/sm_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/md_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/lg_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/xl_BlogInvestment.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/1794/xxl_BlogInvestment.jpg",{"name":329},[385],{"name":332,"slug":333},"2026-06-26",{"instance":388},{"__typename":98,"headline":389,"cta":390},"Tailored Service. Institutional Rigor. Stewardship for Generations.",{"id":391,"ctaAltText":24,"ctaLabel":392,"ctaLink":393},"15","Meet the Full Ferguson Wellman Team","/team","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.","Investment Strategies","investment-strategies",{"id":398,"alt":399,"caption":5,"assetUrl":400,"assetUrlXs":401,"assetUrlSm":402,"assetUrlMd":403,"assetUrlLg":404,"assetUrlXl":405,"assetUrlXxl":406,"width":17,"height":407},"39","Golden wheat and wildflowers in a sunlit summer meadow","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/xs_OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/sm_OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/md_OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/lg_OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/xl_OfferingTile-InvestmentStrategies.jpg","https://www.fergusonwellman.com/system/uploads/fae/image/asset/39/xxl_OfferingTile-InvestmentStrategies.jpg",1480,1783541850903]