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- Ferguson Wellman
As of January 1, 2024, Ferguson Wellman serves more than 1,026 clients and manages $8 9 billion in assets for individuals and families, union and corporate retirement plans, endowments and foundations
- Our Team — Ferguson Wellman
Aside from retirements, we have not lost an investment professional in 27 years, which provides our clients with continuity and a deep understanding their needs
- About — Ferguson Wellman
Since our inception in 1975, Ferguson Wellman has been an independent, employee-owned firm solely dedicated to investment management Contrary to industry trends, we are committed to maintaining our employee ownership structure, as we believe it best serves our clients
- Wealth Management — Ferguson Wellman
Wealth planning at Ferguson Wellman and West Bearing is a comprehensive process of understanding our clients' financial circumstances and their unique goals and values
- West Bearing Investments — Ferguson Wellman
Working with the Ferguson Wellman team, the division continues to grow, providing investment management, wealth planning and other strategies to help clients reach their goals
- Investment Offerings — Ferguson Wellman
Ferguson Wellman provides a comprehensive suite of investment strategies that are developed by our own team of analysts using primarily individual securities The strategy we craft for each asset class is mindful of how much risk we are willing to assume in exchange for an anticipated return
- Contact — Ferguson Wellman
contact Beware of fraudulent job listings We have recently been made aware of a fake job listing using our firm's name While Ferguson Wellman positions may be found on many sites, this website will show all open positions with the most up-to-date information
- Awards — Ferguson Wellman
The category in which Ferguson Wellman was listed was the medium-sized company category, meaning companies with $5-$25 million in annual revenue 28 companies were considered for this category and ranking and 36% of the companies surveyed were ranked in the top ten
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