
Ferguson Wellman Capital Management Co.
Ferguson Wellman Capital Management, founded in 1975, is a privately owned investment advisory firm headquartered in Portland, Oregon. The firm offers customized investment portfolios and wealth management services to individuals, families, foundations, endowments, corporate retirement, and pension plans. As of January 1, 2023, Ferguson Wellman, along with its division West Bearing Investments, manages $7.1 billion for 943 clients. The firm requires a minimum investment of $4 million for Ferguson Wellman clients and $1 million for West Bearing clients. Their team of analysts develops in-house investment strategies, emphasizing a disciplined approach that includes understanding the environment, identifying opportunities, managing risk, and focusing on the long term. With an average firm tenure of 12 years among investment professionals, Ferguson Wellman provides clients with continuity and a deep understanding of their needs.