A complete list of active advisors currently associated with Ferguson Wellman Capital Management, Inc.

Warmer can help you find a great advisor at Ferguson Wellman Capital Management, Inc. or one who fits your needs even better.

Ferguson Wellman is an employee‑owned, SEC‑registered investment adviser that serves individuals, families, and institutional clients such as endowments and retirement plans. It delivers personalized wealth and investment management primarily through customized, separately managed portfolios and a West Bearing division that provides an earlier entry point to the firm’s strategies. The firm generally manages client accounts on a discretionary basis and emphasizes active, bottom‑up security selection across equities, fixed income and alternatives, supplemented by outsourced strategies where appropriate. Its investment process blends a dedicated investment policy committee with quantitative tools (including a multifactor screen for large‑cap selection), tax‑aware portfolio construction, and an in‑house Global Sustainable Investing strategy that overlays MSCI ESG data rather than relying solely on exclusions. Compared with many peers, Ferguson Wellman largely relies on percentage‑of‑AUM billing and does not broadly offer fixed‑fee investment arrangements, although it maintains a separate family‑office division that engages clients under distinct fixed‑fee agreements for augmented personal financial services. The firm also recently integrated another advisory business, preserving some legacy client agreements and portfolio constructions (including mutual fund/ETF‑based holdings), which has resulted in differing fee and account structures among similarly situated clients.

To learn more about the advisors currently working at Ferguson Wellman Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.