West Bearing
West Bearing Investments, a division of Ferguson Wellman Capital Management, offers wealth planning and customized investment strategies for individuals, multigenerational families and institutional clients with a minimum investment of $1 million. As an entry point to the full capabilities of Ferguson Wellman, West Bearing clients receive access to the same depth of investment expertise, planning resources and personalized service that have defined the firm for decades.
Jake Gradwohl, Josh Frankel and Ralph Cole
One Strategy, Two Entry Points
West Bearing provides an entry point to the full capabilities of Ferguson Wellman, giving clients access to the same depth of investment expertise, comprehensive planning resources and personalized service that have defined the firm for decades.
The West Bearing team works closely with clients and their professional advisors to develop thoughtful wealth planning strategies across eight key disciplines, helping ensure financial decisions remain aligned with long-term goals.
Logo History
The American bison is an iconic creature symbolizing resilience, grace and the western path to growth and opportunity. An intelligent creature that survived near extinction, the bison is honored and adored by Native Americans, early western preservationists and numerous individuals and institutions today.
While most animals attempt to outrun inclement weather, prolonging their exposure to the elements and weakening their conditions as a result, only bison instinctively face the storm to find the quickest path to clear skies. We take inspiration from this story of focus, strength and discipline.
