![]() 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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investment principles
At Ferguson Wellman,
we take a disciplined approach to investing.
Our Investment Principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here
know the Environment
identify opportunities
manage risk
focus on the long term
"To live happily is an inward power of the soul"- Marcus Aurelius |

on the blog
"TO COIN A PHRASE"
News and Views from Ferguson Wellman and West Bearing Investments
