Ferguson Wellman Capital Management is independent and privately-held and in its fourth internal transition of management. The average tenure of its investment professionals is nearly 15 years, which provides clients with continuity and a deep understanding of their needs. Clients benefit from direct access to the decision makers for the investments in each portfolio, as well as a service associate who address any day-to-day needs or inquiries.
Total AUM: $4.96B+
Years in Business: 43
Accounts Under Management: 3,011
Principals:
James Rudd, Chief Executive Officer
Steven Holwerda, Chief Operating Officer
Contact:
888 Southwest Fifth Avenue, Suite 1200, Portland, OR 97204
(503) 226-1444
