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About Ferguson Wellman Capital Management
Ferguson Wellman Capital Management is a privately owned investment advisory firm founded in 1975 and based in the Pacific Northwest. The company serves various clients, including union and corporate retirement plans, endowments and foundations, as well as individuals and families with portfolios of $4 million or more.
Stability is one of the key strengths of Ferguson Wellman Capital Management. This longevity provides clients with continuity and a deep understanding of their needs. Additionally, the average tenure of their investment professionals is nearly 15 years, ensuring a high level of expertise and consistency.
Service is another significant aspect of Ferguson Wellman's approach. When clients choose this firm, they gain access to a team rather than an individual advisor. This means that they can directly interact with decision-makers responsible for investments in each portfolio, as well as service associates who address day-to-day needs or inquiries. The collaborative nature of their team allows for proactive decision-making and prompt issue resolution.
Ferguson Wellman also differentiates itself through its reporting practices. They provide in-depth quarterly reports and analyses that offer a more accurate and transparent view of past performance than a manager-of-funds approach. By providing comprehensive insights into portfolio performance, clients can make informed investment decisions.
Regarding fees, Ferguson Wellman takes a cost-effective approach by creating the majority of its investment strategies in-house through a team of analysts. This eliminates additional layers of fees that typically exist when portfolios are managed predominantly with funds. By keeping costs down, the company aims to maximize returns for its clients.
Overall, Ferguson Wellman Capital Management stands out as a reliable financial advisory company with extensive experience and stability in managing diverse portfolios for various types of clients. Their team-oriented approach ensures personalized attention and prompt service, while their transparent reporting practices provide valuable insights into portfolio performance.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Tax Optimization
More about Ferguson Wellman Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 104692 | 25 |
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