Ferguson Wellman Capital Management

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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.

Inflation came in hotter than expected this week, and the market’s reaction says more about where investors think risk i...
10/16/2026

Inflation came in hotter than expected this week, and the market’s reaction says more about where investors think risk is hiding than the headline numbers do. Our colleague, Jake Gradwohl, discusses CPI and PPI surprises, the AI stock selloff, and the flight to safety that followed, in today’s Weekly Market Makers. Click the link in the comments to read.

October is Estate Planning Awareness month - and our colleague Mary Lago, CFP®, CTFA, spoke with KOIN 6 AM Extra's Emily...
10/14/2026

October is Estate Planning Awareness month - and our colleague Mary Lago, CFP®, CTFA, spoke with KOIN 6 AM Extra's Emily Burris and Mia Villanueva today to share some essential information everyone should know about how to safeguard your assets and protect your loved ones. Link to watch in the comments below.

Peter Jones, CFA, explores why stocks are reaching record highs while rising interest rates weigh on housing affordabili...
10/09/2026

Peter Jones, CFA, explores why stocks are reaching record highs while rising interest rates weigh on housing affordability, construction activity and the broader economy in the most recent Weekly Market Makers blog - link in the comments below.

What a zoo it can be to make sense of ESG investing. Last week, our colleagues Charissa Anderson, CFP®, CDFA®, and Kryst...
10/09/2026

What a zoo it can be to make sense of ESG investing. Last week, our colleagues Charissa Anderson, CFP®, CDFA®, and Krystal Daibes Higgins, CFA, spoke at The Association of Zoos and Aquariums(AZA) national conference held in Portland. They debunked some common ESG-related myths and offered practical approaches to investing for mission-driven, conservation-based nonprofit organizations. Our colleague Danielle Hart, summarized their ESG presentation into an FAQ - link in the comments below.

70 million American children have now been enrolled in 530A or "Trump" investment accounts. Our colleague, Charissa Ande...
10/08/2026

70 million American children have now been enrolled in 530A or "Trump" investment accounts. Our colleague, Charissa Anderson, CFP®, CDFA®, weighed in on investment options and tax implications in the linked CNBC article, written by Kate Dore, CFP®, EA and Jessica Dickler.

For more information on 503A accounts and how to best utilize them, read the article our colleague, Nathan Putnam, CFP®, wrote earlier this month. Link to both articles in the comments below.

When our team isn't working on behalf of clients, they are often out in the community supporting organizations with mean...
10/07/2026

When our team isn't working on behalf of clients, they are often out in the community supporting organizations with meaningful missions, such as Habitat for Humanity, The Feral Cat Coalition of Oregon and the Hellenic-American Cultural Center & Museum. From swinging a hammer with the Portland Business Journal team to giving "catio" tours and promoting Portland’s cultural diversity at Greekfest — no doubt Samantha Pahlow, Kendra Pelofske and Krystal Daibes Higgins feel inspired and fulfilled from their recent civic activities.

AI's trillion-dollar borrowing binge is reshaping the bond market. Our colleague, Brad Houle, CFA, discusses why this bo...
10/02/2026

AI's trillion-dollar borrowing binge is reshaping the bond market. Our colleague, Brad Houle, CFA, discusses why this borrowing may not be as risky as it seems, and more, in today’s Weekly Market Makers. Click the link in the comments to read.

October 1, 1991, George Hosfield, CFA, started his career at Ferguson Wellman. Fast forward to this week: Following a bo...
10/02/2026

October 1, 1991, George Hosfield, CFA, started his career at Ferguson Wellman. Fast forward to this week: Following a board meeting, George encountered a ch*****ne toast and tribute to the style he is known for at work, home and other places he loves. Thank you to Mario Bisio, Jr., and our colleague Lori Ferraro for curating the perfect surprise for our sharp-dressed chief investment officer.

Treasury yields moved higher, but equities continued to climb. A number of factors have helped support markets despite h...
09/25/2026

Treasury yields moved higher, but equities continued to climb. A number of factors have helped support markets despite higher rates and continued volatility. Read the September 25 Weekly Market Makers blog for more insights from our colleague, Krystal Daibes Higgins, CFA.

Some news worth sharing: once again, Ferguson Wellman Capital Management has been named to Barron's Top 100 RIA Firms li...
09/22/2026

Some news worth sharing: once again, Ferguson Wellman Capital Management has been named to Barron's Top 100 RIA Firms list. It's a nice moment to recognize our employees who have shown up for our clients every day for over 50 years. Thank you to everyone who makes this work possible. The firm was listed at 83 of 100 companies. Source: Barron’s (awarded 9/11/26, for time period 7/1/25-6/30/26). Ferguson Wellman did not pay a fee for inclusion in this list.

Full disclosure and methodology: https://www.fergusonwellman.com/awards/.

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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