Ferguson Wellman Capital Management

Ferguson Wellman Capital Management Ferguson Wellman is celebrating 50 years of growth, stability and service. Minimum investments apply.

We are an employee-owned, registered investment adviser helping clients reach their goals through portfolio management and wealth planning strategies. We are a privately owned investment advisory firm serving individuals, families and institutions. Ferguson Wellman and its division, West Bearing Investments, manage $8.4 billion for 990 clients. (updated annually, as of January 1, 2024)

For nearly

50 years, we have designed and managed customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. We have created two entry points to the same investment strategies that have been created by our own team of analysts. Our minimum for Ferguson Wellman client portfolios is $4 million and $1 million for West Bearing clients. With areas of expertise in investments, wealth management, institutional services and financial planning, we work together as a team to serve all client needs. Octavia Group provides fee-based personal financial services exclusively for Ferguson Wellman and West Bearing clients with a minimum of $10 million managed by our firm. Any reviews made on this page are unsolicited, no compensation is given for reviews and the reviewer may or may not be a client.

Members of our Ferguson Wellman team attended Community Foundation for Southwest Washington's 2026 Annual Luncheon, cele...
06/02/2026

Members of our Ferguson Wellman team attended Community Foundation for Southwest Washington's 2026 Annual Luncheon, celebrating philanthropy, civic engagement and community impact. This year’s discussion featuring Rukaiyah Adams of the 1803 Fund highlighted the importance of intentional investment to create equitable opportunities and stronger communities. A bittersweet coincidence — this year's annual luncheon occurred on the birthday of Mark Kralj, a retired colleague of ours who was honored during the "In Memoriam" segment of the program. He would have been 71 on June 2. CFSWW was one of the many organizations Mark supported in Oregon and Southwest Washington.

New Federal Reserve Chair Kevin Warsh will be bringing his own views to the Federal Reserve, but his new colleagues and ...
05/29/2026

New Federal Reserve Chair Kevin Warsh will be bringing his own views to the Federal Reserve, but his new colleagues and the challenges they face remain largely the same. Our colleague, Blaine Dickason, discusses these challenges, and more in today’s Weekly Market Makers. Click the link below to read more.

05/28/2026

Tomorrow is 529 Day, and it's a great time to plan for your child's college funding or consider contributing to a grandchild's account to invest in future generations. Our colleague Chappell, CFP®, CPWA® discussed how helpful and flexible 529 accounts can be with KOIN 6 AM Extra's Emily Burris and Mia Villanueva. Watch the full interview below.

Columbia Sportswear CEO, Tim Boyle, kicked off this year's St. Mary's Home for Boys annual Mending Hearts Luncheon. Our ...
05/27/2026

Columbia Sportswear CEO, Tim Boyle, kicked off this year's St. Mary's Home for Boys annual Mending Hearts Luncheon. Our team connected with old friends and made new acquaintances who support the mission. Congratulations to Kristie LaChance in her new role as development director for the organization.

Bond markets are reacting sharply to rising oil prices and inflation concerns, but with long-term inflation expectations...
05/22/2026

Bond markets are reacting sharply to rising oil prices and inflation concerns, but with long-term inflation expectations still relatively anchored, the question remains: is the bond market overestimating the persistence of today’s pressures? Our colleague, Brad Houle, CFA, discusses this question, and more, in today’s Weekly Market Makers. Click the link in the comments to read.

Recent tax law changes have made 529 plans more flexible at the federal level, especially for K-12 expenses and certain ...
05/20/2026

Recent tax law changes have made 529 plans more flexible at the federal level, especially for K-12 expenses and certain career-focused credentialing programs. Our colleague, Brett Norris, CFP®, reviews how these changes can be useful for families planning across generations, and more, in this month’s wealth management blog. Click the link in the comments to read more.

How is the U.S. consumer faring with higher gas prices? How can households be feeling the pinch, while the stock market ...
05/20/2026

How is the U.S. consumer faring with higher gas prices? How can households be feeling the pinch, while the stock market and AI and tech stocks grow steadily at the same time? Our colleague Jason Norris, CFA joined the conversation on Boise State Public Radio recently. Link to listen in the comments below.

Semiconductors are back in the headlines and it's hard not to think back to the 2000 bubble. Our colleague, Jason Norris...
05/15/2026

Semiconductors are back in the headlines and it's hard not to think back to the 2000 bubble. Our colleague, Jason Norris, CFA, takes a look at how things are different today from nearly 30 years ago in today's Weekly Market Makers.

Over the last seven weeks, the historic upward trajectory of semiconductor stock prices has given some investors flashbacks to the “bubble peak” of 2000. While these comparisons make dramatic news headlines, they largely neglect the backdrop that fueled the events of nearly 30 years ago.

Explore how massive AI infrastructure spending is reshaping markets, cloud growth and investment opportunities in today'...
05/08/2026

Explore how massive AI infrastructure spending is reshaping markets, cloud growth and investment opportunities in today's Weekly Market Makers blog authored by Joe Herrle, CFA, CAIA. Click the link in the comments to read more.

Our colleague, Chelsea Diamond, has earned her Chartered Financial Consultant® (ChFC®) designation. Through this advance...
05/06/2026

Our colleague, Chelsea Diamond, has earned her Chartered Financial Consultant® (ChFC®) designation. Through this advanced certification, she brings expanded expertise in financial planning, including but not limited to risk management, tax strategy, investment and retirement planning, and estate and special needs planning.

Chelsea is the first ChFC® professional at Ferguson Wellman, further enhancing our firm’s ability to deliver thoughtful, comprehensive guidance to our clients.

Please join us in congratulating Chelsea on this milestone, and we look forward to the continued impact of her work.

Address

888 SW 5th Avenue, Ste 1200
Portland, OR
97204

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

Telephone

+15032261444

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