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
Stocks and bonds moved in opposite directions as the S&P 500 finished positive on the week despite falling nearly 2 percent between Thursday and Friday. Bonds, on the other hand, declined due to higher interest rates.
With this week’s latest rebound, the S&P 500 has now closed up or down more than 1 percent 27 times year-to-date ‒ this is more than three times the daily volatility that investors experienced in 2017. Accompanying higher stock prices, safe-haven bonds retreated modestly.
