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 provides personalized investment and wealth management to individuals and families (including high‑net‑worth and ultra‑high‑net‑worth clients) as well as institutional clients such as endowments, foundations and retirement plans. The firm specializes in customized, separately managed portfolios and offers wealth planning services that cover retirement planning, trusts and estates, philanthropic strategies and related financial planning needs. Investment management is discretionary and active across equities, fixed income and alternatives, driven by a centralized investment policy committee that meets regularly and employs both top‑down macro positioning and bottom‑up security selection (including a 16‑factor quantitative screen for large‑cap names). The firm offers tax‑aware variants of its equity strategies and a Global Sustainable Investing product that applies a positive ESG overlay, and it will use mutual funds, ETFs or outside managers where client circumstances or legacy positions warrant. Distinctive aspects include a large asset base (over $10 billion) managed by a relatively small advisory team and minimums that emphasize separately managed relationships, along with a family‑office style division (Octavia Group) for wealthy clients that supplements core services. Ferguson Wellman is a fee‑only adviser that primarily charges percentage‑of‑AUM management fees rather than broad fixed‑fee portfolio arrangements (while Octavia Group’s additional services are separately billed under fixed fees), and it maintains legacy fee schedules for some acquired 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.
You can also browse Ferguson Wellman Capital Management, Inc.'s office locations.
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