General Info

Founded in 1975, Ferguson Wellman is a privately-owned investment advisory firm. It offers extensive services for institutional clients, including individuals/families, non-profits and retirement plans. Some of the services offered by the company are comprehensive financial analyses, determining review asset allocation strategies, developing short-term/long-term plans, planning distribution of grants, analyzing past market activities and forecasting future trends. With more than 525 clients, the firm manages $2.5 billion in assets that comprise of union/corporate retirement plans, endowments/foundations and individuals. Ferguson Wellman has received various awards, such as Corporate Philanthropy Award in 2008, Oregon s Most Admired Companies Award in 2006, Campaign Performance Award, Cascade Award, Community Investment Award and Founders Club Award.