Ferguson Wellman Capital Management

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888 SW 5th Ave Ste 1200
Portland, OR 97204
+1 (503) 226-1444
http://www.fergusonwellman.com
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.

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1.01 reviews
Thomas S.
8/16/2022

FW unfortunately is a lock-it-in company. It will lure your money in and even when market is about to change drastically they will keep you away from working on your investment. Keep away.

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