After the financial crisis of 2008-09, resilient investors made U.S. stocks great again. Whether lured by the hope of renewed earnings growth or a dearth of attractive alternatives, they piled into the market, pushing the major indexes to successive peaks.
Ferguson Wellman and West Bearing Recognized at Corporate Philanthropy Awards
PORTLAND, Ore. – October 14, 2016 – Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Cole Quoted in Bloomberg
Originally appeared on Bloomberg.com on September 28, 2016
Stumpf’s Pay Cut Eclipsed by Fury as Yellen, State Join In
Wells Fargo & Co. Chief Executive Officer John Stumpf gave up $41 million to buy a reprieve from the bank’s widening scandal.
Financial Times Names Ferguson Wellman and West Bearing to Top 300 RIA List
PORTLAND, Ore. – Ferguson Wellman Capital Management and West Bearing Investments were recently named by Financial Times to their “FT 300 Top Registered Investment Advisers” list.
According to their detailed methodology, the RIAs are first examined via the RIA database an
Ferguson Wellman Ranked a "Top RIA" by Financial Advisor
July 12, 2016 – Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company.
Financial Advisor named Ferguson Wellman 45 out of 205 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the
Ferguson Wellman Ranked Fourth on Portland Business Journal Money Management Firms List
PORTLAND, Ore. – July 8, 2015 – Ferguson Wellman Capital Management and its division, West Bearing Investments, are pleased to announce that the firm has been named by Portland Business Journal as top money managers in their 2016 Wealth Management and Financial Services Guide.
Garcia Hired as Chief Technology Officer
Ferguson Wellman is pleased to announce that Michael Garcia has joined the firm as chief technology officer. He is responsible for strategic planning and implementation of all information systems and related hardware, integration of all existing and new operation systems and management of all technology vendor relationships.
Julie Cooling Speaks with Mark Kralj on Forbes' RIA Channel
Julie Cooling from Forbes’ RIA Channel, meets with Mark Kralj, principal and portfolio manager. They discuss Ferguson Wellman’s investment platform and strategy as well as why we work with individual securities.
Cole Quoted in The Oregonian
Judith and Cliff Allen have owned the modest Marcus Apartments in Portland's Irvington neighborhood since 1979. They personally know their 10 tenants, many of whom have lived there long-term and pay rents that these days are below the market rate. The building is 50 years old, but the renters like having hands-on landlords, said the Allens, who live in Clackamas County.
Hosfield Quoted in Alaska Airlines Magazine
This month, Alaska Airlines Magazine includes an article on page 85 titled, "What Kind of Investor Are You?" Quotes from George Hosfield, CFA and chief investment officer, can be found on page 94 of this digital edition of the publication. Click here to access the magazine.
Cole Quoted in Portland Tribune
“It was a tumultuous end to 2015 with the stock market and the GDP coming out lower than expectations,” said Kellie Holloway, Senior International Trade Specialist with the U.S. Commercial Service.
Cole Quoted in the Business Journal
Portland’s commercial and residential real estate markets are on fire. Home prices and apartment and office rents are soaring, and even with a full pipeline of new multifamily and commercial office buildings coming online in 2016, the consensus is that demand will not be sated.
Rainer Quoted in the Register Guard
Lane Community College student body President Ashley Jackson, standing in front of more than 200 people on the second floor of the college’s Center Building on Wednesday afternoon, smiled as she thought about what she won’t miss
Norris Quoted in the Portland Tribune
Speaking before a packed Portland Business Alliance audience, economist John Mitchell predicted that the region’s economy will continue to expand at an annual rate of about two percent through 2016.
Steve Holwerda Interviewed by POrtland Business Journal
A cast iron mechanical bank is a fitting symbol for Ferguson Wellman Capital Management. The Portland investment firm, which this year is celebrating its 40th anniversary, manages more than $4.3 billion for 743 wealthy clients and is known for strength, solidity and an approach to investing that steers away from risk. Not surprisingly,
Cole and Houle Quoted in Bend Bulletin
For investors, this year started with more than a passing resemblance to 2015, according to executives at Portland-based investment firm Ferguson Wellman Capital Management.
At the firm’s annual investment outlook Wednesday at Deschutes Brewery, in Bend, two Ferguson Wellman vice presidents advised cautious optimism. They took their theme from the
Oregon Business Names Ferguson Wellman One of the Region's Top Money Managers
PORTLAND, Ore. – January 18, 2016 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Oregon Business Magazine as a top financial planner/manager in their annual Power Book publication.
Ferguson Wellman Featured in Portland Business Journal
The slowing Chinese economy is ripping through markets, but Ferguson Wellman Capital Management is telling clients not to worry too much because the U.S. economy remains strong.
Financial Planning Magazine Names Ferguson Wellman Capital Management on Top Registered Investment Advisers List
PORTLAND, Ore. – January 8, 2016 – Ferguson Wellman Capital Management was recently informed that the firm was named by Financial Planning to their “Top 150 Registered Investment Advisers Firms.”
Ferguson Wellman Capital Management Recognized as One of Portland Business Journal’s Most Admired Companies
PORTLAND, Ore. – December 10, 2015 – Ferguson Wellman Capital Management is pleased to announce that the firm has been named by Portland Business Journal as a “Most Admired Company.” Of the 10 financial services companies listed in the top tier the firm was ranked third. This is the 11th consecutive year that the company has been selected. The list is compiled by surveying over 3,000 CEOs across the state of Oregon and southwest Washington. CEOs were asked to select three companies they most admired in eight industries, as well as three companies they most admired across all industries. Companies eligible for consideration were not limited to those based in Oregon and southwest Washington, but included any business with a substantial presence in the region.
“We are honored to have been selected, along with many other companies that we respect and admire throughout our region,” said Mark Kralj, principal.
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of 2015, the firm manages over $4 billion for more than 700 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000.
(data as of January 1, 2015)