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.

Research shows Generation Z is investing in the stock market earlier than their predecessors. Brett Norris, CFP®, weighs...
08/31/2026

Research shows Generation Z is investing in the stock market earlier than their predecessors. Brett Norris, CFP®, weighs in on the benefits of starting early in this The Columbian article, and also what to watch out for with financial advice and promises of quick returns inundating their social feeds. Link to read in comments.

On Friday, some of our colleagues took on Hood to Coast, the largest running and walking relay in the world, covering ro...
08/31/2026

On Friday, some of our colleagues took on Hood to Coast, the largest running and walking relay in the world, covering roughly 200 miles from Mt. Hood to the Oregon coast.

Congratulations to all of our colleagues and every team that crossed the finish line; we're proud to have such a spirited group representing us out there.

In today’s Weekly Market Makers, our colleague, Jade Thomason, looks beyond the headline data to explore what GDP, infla...
08/28/2026

In today’s Weekly Market Makers, our colleague, Jade Thomason, looks beyond the headline data to explore what GDP, inflation, AI investment and the latest signals from the Fed are telling investors about the economy. Click the link in the comments to read.

Today, we celebrate the fifth anniversary of Octavia Group, our private family office. In 2021, Octavia Group was create...
08/27/2026

Today, we celebrate the fifth anniversary of Octavia Group, our private family office. In 2021, Octavia Group was created to support the full financial picture of our clients, beyond the long-term investment and wealth management we have offered since 1975. Led by our colleague, Kirstin Havnaer, Octavia Group now serves nearly 30 clients with services including expense management, financial reporting, insurance review and more.

Congratulations to Octavia Group on this milestone, and we look forward to seeing continued growth and service to our current and future clients.

In this month's Portland Business Journal "Wealth" special issue, our colleague Krystal Daibes Higgins, CFA, explains ho...
08/24/2026

In this month's Portland Business Journal "Wealth" special issue, our colleague Krystal Daibes Higgins, CFA, explains how history may be a good guide for investors navigating the AI "bubble" debate. Click the link in the comments to read.

The news of Treasury bond buybacks and a rising debt coincided this week, dominating headlines. Alex Harding, CFA, offer...
08/21/2026

The news of Treasury bond buybacks and a rising debt coincided this week, dominating headlines. Alex Harding, CFA, offers insight into what this could mean for the consumer in the most recent Weekly Market Makers. Click the link in the comments to read.

Many think retirement savings start and end with contributions to accounts like 401(k)s and Roth IRAs, but there are oth...
08/19/2026

Many think retirement savings start and end with contributions to accounts like 401(k)s and Roth IRAs, but there are other strategies worth considering. In this month’s wealth management blog, our colleague, Steve Bell, explores the role tax-advantaged strategies can play in building retirement savings and helping retirees make the most of their financial resources. Click the link in the comments to read.

Last night, our colleagues, Blaine Dickason and Peter Earnshaw, attended the Oregon Wildlife Foundation’s Summer Soiree,...
08/17/2026

Last night, our colleagues, Blaine Dickason and Peter Earnshaw, attended the Oregon Wildlife Foundation’s Summer Soiree, an evening dedicated to celebrating Oregon’s wildlife, natural landscapes and the importance of protecting them.

We appreciate the opportunity to support organizations such as OWF, and look forward to the continued impact of their conservation and educational efforts across Oregon.

For the better part of three years, the IPO market "window" never really opened. But in 2026, things changed. In today's...
08/14/2026

For the better part of three years, the IPO market "window" never really opened. But in 2026, things changed. In today's Weekly Market Makers blog, Joe Herrle, CFA, CAIA, explores how this year is one for the records. Find the link in the comments to read more.

As the school year gets underway, we’re taking a moment to recognize our 2026 summer interns (center, left to right): Ja...
08/12/2026

As the school year gets underway, we’re taking a moment to recognize our 2026 summer interns (center, left to right): Jackson Bisbee, Emerson Smith and Jessica Ma.

This summer, Jackson, Emerson and Jessica contributed to a wide range of projects across our firm, including equity research and pitches, sell discipline analyses, wealth management research, institutional RFPs, long-term cash flow analyses, earnings reviews and competitor analyses.

We’re continually impressed by the curiosity, initiative and perspective our interns bring to Ferguson Wellman, and this year was no exception. Thank you, Jackson, Emerson and Jessica, for spending your summer with us, and we’re excited to see what you all accomplish in the years ahead.

A special thank you to our colleagues Joe Herrle, CFA, CAIA (left), and Brett Norris, CFP® (right), who lead our internship program and help provide these opportunities for the next generation of investment professionals.

Address

805 SW Broadway #2100
Portland, OR
97205

Opening Hours

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

Telephone

+15032261444

Website

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