Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement and pension plans starting at $3 million
Working together
to proactively address your needs and achieve your goals
Customized investment and wealth management solutions
for clients starting at $750,000
our companywho we are, who we serve, what we doInvestments, Wealth Management and Institutional ServicesOver the years, many future clients have known exactly what they need. Others simply knew they needed a change. Some had never selected an investment advisor before. Here are some things you should know about us to help you with your decision-making process. |
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Our Investment Principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here
"To live happily is an inward power of the soul"- Marcus Aurelius |
News and Views from Ferguson Wellman and West Bearing Investments
On Wednesday at midday, the global financial media held their collective breath as the benchmark U.S. Treasury Yield Spread (2-year/10-year yield) inverted. Then, as they exhaled, minor hysteria ensued.
We were in consensus regarding our 2019 Investment Outlook theme, “The Fasten Seatbelt Sign Is On,” and this week’s market volatility reinforced that we landed on the right message. The Dow was down by 600 on Tuesday and then rallied by nearly 1,000 points within 24 hours.
After rising in lockstep for most of this year-to-date, stocks and bonds moved in dramatically different directions after a week chocked full of market moving developments.
