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
With just a couple of weeks left to go in the second quarter, investors wanting for a lack of earnings news found plenty of economic reports and central bank meetings to freshen up their views of the macroeconomy.
GDPR became law in the European Union on May 25.
In recent weeks, investors and economists alike have been questioning the sustainability of the current backdrop of strong global growth and are considering the longevity of the current expansion. No doubt, economic data out of Europe has been weak and some U.S. data has moderated from very strong levels.
